Clients who think about their future in terms of goals or milestones they want to achieve can now organise and follow-up their investments accordingly. Help clients define goals, monitor them on their behalf and notify when action is required or when goals are reached.
Our technology delivers superior financial analytics that put your clients in control of their investments, loans and pension savings; all considered together.
OutRank will analyse your clients' portfolios on an ongoing basis, delivering proactive, actionable and engaging insights.
Quickly build innovative, reliable and secure wealth experiences by accessing our APIs for Wealth, already powering wealth services in a number of financial institutions.Contact