Your portfolio is no longer aligned with your advised risk level. Would you like to consider reducing the risk level?
You have not rebalanced your portfolio for 5 years. This has reduced your diversification levels and you should consider rebalancing.
Quickly build innovative, reliable and secure wealth experiences by accessing our financial simulation engine through versatile APIs, already powering wealth services in a number of financial institutions.
OutRank powers seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey enables your financial advisors or customers to consider all aspects of personal finances developing over a lifetime while making a financial decision.
OutRank API enables pensions providers to build the next-generation pension journeys both for accumulators and decumulators. Depending on your business model, it empowers your advisors or customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring the quality of the underlying models.
Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers, and FinTechs evaluate credit decisions independently or in a uniquely holistic context. A 360-degree view powered by OutRank encourages your customers to make more informed financial choices, backed by our research-based technology.
OutRank API powers digital investment journeys within financial institutions. Our simulation-based approach helps you build relevant, actionable and seamless investment experiences, helping wealth management businesses to reach their customers more frequently and guide them towards their investment goals at a lower cost.
Quickly build innovative, reliable and secure wealth experiences by accessing our APIs for Wealth, already powering wealth services in a number of financial institutions.
ContactOutRank is a cloud-based API, which delivers superior performance, compatibility with modern infrastructure and secure data processing
Our pricing model is designed to suit financial institutions of all shapes and sizes – from aspiring FinTechs to incumbents. Our Development Tier allows you to test the product prior to purchase to confirm that OutRank meets your standards for quality and performance.
We differentiate ourselves from our competitors by providing a very flexible (full balance sheet), granular (transaction-level) and fast financial calculation engine which enables you to create your own high performing solutions.
OutRank has been developed to support MiFID II requirements. Its underlying utility-based approach eliminates conflicts of interest, and the rich outputs of OutRank make it easy to fully automate many aspects of providing financial guidance or advice.
Explore Our Latest Insights
Over the next decade, between 30 and 68 trillion dollars will be transferred by families to their children. In the UK alone, estimates are $15.4 million over the next decade, according to a Russell-Cooke study. Succession planning by wealthy families and family offices is a hot topic in those rarified circles. But for many affluent families, wealth planning has not been priority. According to a report by Russell Investments, only 26% of families have a full strategy on wealth transfer, and once the transfer occurs, 90% of the heirs change advisors. In some countries, such as Switzerland, strict laws prohibiting advisors from contacting the heirs of a deceased client can eliminate communication. Sadly, 70% of families lose control of their assets after the transfer.
Learn moreAt Kidbrooke, as we deliver software driving the mathematics behind sophisticated digital customer journeys, we actively work with compliance functions of financial institutions. We strive to reach swift turn-around times without compromising on rules and financial regulations. On this journey, we found four areas which help us and our clients optimize time-to-market and deliver reliable and responsible services.
Learn moreQuickly build innovative, reliable and secure wealth experiences by accessing our APIs for Wealth, already powering wealth services in a number of financial institutions.
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