Stop believing. Be your best wealth manager. Start screening and selecting investments like a rich pro. For the sake of a peaceful future
Today's WealthTech is about replicating on-line the traditional asset manager model with strong biases. It just adds more noise and fail to address people's problems: the fear of making the wrong choice. Something rich people solve using the so-called family office service.
Besides, there are enough professionally competent fund managers with years of experience. So why bypassing them? Nothing or no one is definitely good or bad. It is a question of circumstances thus of combination. Furthermore those very professionals are stuck responding to the digital challenges.
Therefore we solve this dual problem by launching the fist investment market place that enable(a) end investors find the demystifying guidance they need to make decisions they are confident about(b) asset managers reach out digitally to the above.
We provide seamless financial intelligence with integrated execution.
Thanks to us, investors can easily - Assess their own financial situation as a whole thus identify what they need to achieve to create, protect and grow their financial capital- Filter and customise the investment plans that best suit their needs and aspirations- Be matched with asset managers most able to run their money within the above set parameters. Such parameters include performance consistency, asset managers experience length, citizenship (how such funds integrate Environmental, social and governance criteria to deliver long term performance)... Once happy, end-investors press a send button to execute this plan based on their liquidity constraints (one-off, regular payments...). They can also decide whether they want their investments to be run in a fully passive, active or semi-active way; opt for risk reduction programs and choose capital guarantees. From there, they can also rate their experience with each product and managers. The platform also includes self-education modules.
Thanks to us, asset managers find a digital conduits alleviating them from the risk of changing business models , in a time of margin, regulatory and technological pressures. They carry on what they do best: manage people money. We also supply them with access to strategic intelligence data that will be made accessible to them in a customised way as well.
This project closed unsuccessfully on 12th August 2016