Our B2B solutions

Grow your digital business

Smartfolios is a next-generation advisory and investment platform offering highly flexible end-to-end digital solutions for financial institutions, online brokerages, banks, private wealth management, multi-family offices, and independent financial advisors.

Our modular approach

We offer a modular platform so you can choose the features and functionality you need and deliver the digital investment experience adapted to your customers needs.

Our offer

Diversified portfolios

Broad range of diversified investment portfolios based on a large universe of strategies: thematic, fundamentals, technical analysis, factor-based models.

Portfolio construction

We follow a second to none rigorous, systematic and transparent approach that combines quantitative research with the unbiased edge of data science.

Digital platforms

Web and mobile digital platforms with complete order management capabilities, risk management controls and portfolio analytics.

Front to back capabilities

Front, middle and back-office capabilities for the execution, settlement and custody of your clients investment portfolios.

White label solution

Brand and tailor to your needs the interface design and the core platform. Enrich the services and deliver seamlessly to your clients.

Goal based investment

Client onboarding including a goal based and risk tolerance assessment to guide investors towards the portfolios that fits their profile and preferences.