An Israeli licensed investment and financial technology company providing advanced solutions for investment management, investment advisory, independent trading and capital markets education is looking to establish partnerships with financial institutions and other relevant partners in international markets.
Together with its technology company, the group has developed a proprietary infrastructure that includes a trading engine, portfolio management systems, client applications, broker integrations, monitoring and reporting tools.
The company is particularly interested in working with banks, brokers, portfolio management firms, investment funds, family offices and other licensed financial institutions seeking a ready-to-deploy technological solution without the need to develop their own infrastructure.
Solutions offered to financial institutions include:
Portfolio management systems
Trading engine and execution infrastructure
White-label solutions offered under the partner’s own brand
Client-facing investment and trading applications
Back-office management systems
Broker connectivity and integrations
Monitoring and reporting tools
Customized combinations of the above according to the partner’s requirements
A key feature of the technology is the ability to manage each client portfolio independently, with its own investment strategy, risk parameters and exposure profile, while simultaneously monitoring and controlling the entire portfolio book through a centralized interface. This allows financial institutions to scale the number of managed accounts without proportionally increasing headcount, while maintaining individualized portfolio management.
The solution operates on a non-custodial model, meaning client assets remain in the client’s own brokerage account. Existing integrations include Interactive Brokers, TradeStation and MetaTrader, with additional integrations possible where API access is available.
For individual clients, the company also provides dynamically managed and individually tailored investment portfolios, investment analysis, trading recommendations for independent traders and capital markets education.
The company’s systems combine advanced trading technology with human oversight, with an emphasis on transparency and real-time access. The solutions are available across mobile, desktop, laptop and smartwatch platforms and support six languages.
The company is seeking financial institutions and strategic partners worldwide interested in implementing advanced investment and portfolio-management technology, including through white-label, technology partnership and other cooperation models.
