The embedded investment platform
Our software and services help forward-thinking firms build the investment propositions of the future…
Our software and services help forward-thinking firms build the investment propositions of the future…
With our embedded investment engine at their core, companies of all shapes and sizes can launch new investment platforms in record quick time – strengthening their proposition, growing their revenue, lowering their costs and improving their customer experience.
We help…
Take control of your client experience, with a low-cost, fully digital platform
Create a seamless advice journey with your own embedded platform
Deepen customer engagement with your own in-app investment proposition
Launch your new investment or advice start-up in record quick time
Investors rely on our embedded investments software
Transactions processed in last 12 months
Requests made to our API in the last 30 days
Assets managed by our parent company, Octopus
Our embedded investment solution provides everything you need to launch, run and scale a leading investment platform – allowing you to…
Launch without a single line of code, using our off-the-shelf professional and client portals…
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Or do it yourself in record-quick time thanks to our fully documented, developer-friendly API…
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Harness award-winning technology that’s genuinely API-first, infinitely scalable and hyper efficient.
Improve your experience with our low-cost but high-tech embedded investment software.
We’re not just a tech business. We’re a regulated custodian with our own (highly automated) operations function.
Rely on our team of technical experts to help you launch, operate and scale your investment proposition.
Our sector is being held back by old tech, dismal processes and misaligned interests. We’re on a mission to fundamentally transform it for the better, helping more people to invest – and invest well. It’s a positive, purposeful mindset that’s shared by our parent.
Founded in 2000 with a mission to breathe new life into broken industries, Octopus has become one of the most disruptive and progressive companies across the financial services and energy sectors. It now has over 2,500 staff, serves 2.5 million customers and is proud to be a B Corp.
See introductory walk-throughs of our portals or our API, or arrange your own.
Take a lookUse our simple pricing calculator to get an idea of the costs involved.
Give it a tryBook a call to find out more and see how we can help your business, fast.
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