Investment APIs for Enterprise
For maximum flexibility, we provide individual modules of InvestorAi so that you can create any configuration you want and integrate it within your enterprise architecture or delivery channels.
InvestorAi - Enterprise Module
Buyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers
Available as a deep link, SDKs or as APIs for easy integration within existing distribution channels.
| Features | Enterprise Module |
|---|---|
| Investment Ideas |  |
| Predictive Alerts | |
| Personalisation | |
| Explainability | |
| White label or full integration | |
| Portfolio Review & Optimisation | |
| Transaction Execution | |
| GDPR Complaint | |
InvestorAi - Advisor Module
Buyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers
This module matches InvestorAi signals to individual customer portfolios allowing an Advisor to create portfolios reviews on demand.
| Features | Advisor Module |
|---|---|
| Investment Ideas | |
| Predictive Alerts | |
| Personalisation | |
| Explainability | |
| Advisor Friendly | |
| Portfolio Review & Optimisation | |
| Enterprise Integration | |
| GDPR Complaint | |
InvestorAi - Behaviour Module
Buyers: Wealth Managers, Private Banks, Distribution platforms, Asset Managers
Included as an embedded module in InvestorAi and also available as a standalone module.
| Features | Behavioural Module |
|---|---|
| Tracking of Portfolio and Usage info | |
| Predictive Alerts | |
| Marketing Nudges | |
| Engagement Scoring | |
| Churn Prediction | |
| Buying Propensities | |
| Micro Segmentation | |
| GDPR Complaint | |