We utilise technologies to deliver bespoke solutions to a financial business of any size. Get in touch with us to see if we are the right partner to improve and automate your existing processes.
We have created a process which allows to generate key information documents, fund factsheets and performance reports automatically, at a press of a button.
Does your company creates financial products? Creating an online tool assists in explaining the product features making the user experience interactive while empowering the user with key information.View Demo
Having built full online solutions in-house, we can do the same for your business. We are able to build both the front-end and back-end portion of your application. For large scale projects or projects with tight deadlines, we have close relationships with software teams which can be utilised at a short notice.Learn More
Advicement is an online financial advisor which provides an automated investing service in South Africa. The project mission is to give everyone an opportunity to reach their financial goals through personalised, comprehensive and transparent financial advice through an online platform.
To deliver on this goal, Advicement offers investment portfolios of locally listed ETFs through the Easy Equities platform. Keeping the investment fees low was of primary concern for Advicement which advocates the passive investing approach.
To utilise the online investment process, all you need to do is answer a quick questionnaire about your financial goal. Advicement will analyse your answers and propose an investment portfolio.
The project aim is to provide online calculators to show how various investment products work with various return scenarios. The tools are interactive and educate the user on the possible investment outcomes. Currently we are developing calculators for tax-free savings accounts, retirement annuities and retirement outcomes.
The tools are white labelled according to client requirements and assist clients in generating valuable client leads.
Amazon Web Services / Ruby on Rails / R Project / SQL / JQuery / Bootstrap / GIT