Help your customers do more with their money, with your own seamlessly embedded investment journey…
Enhance your proposition, fulfil your purpose and strengthen your profitability, with a next-gen investing experience…
Take your brand loyalty into a new market, by disrupting the established investment and wealth management experience…
The last decade has seen tremendous growth for technology brands – including fintechs, wealthtechs and digital challenger banks. But as the climate turns and belts tighten, the demand for positive profit numbers grows stronger day by day.
Embedded investments can provide a path to profitability. By strengthening your existing customer proposition with a seamless, intuitive investment journey, you can monetise your millions-strong customer base and grow sticky revenue – driving additional loyalty and engagement in the process.
Investments aren’t working – at least not for everybody. According to Boring Money, only 15% of UK adults have a stocks and shares ISA, while the UK’s Financial Capability Survey showed that 39% of adults don’t feel confident managing their money.
Embedded investments can provide the solution. With your own seamless, intuitive and jargon-free investment journey, you can harness your established trust and brand loyalty to guide a new generation of would-be investors on their path to wealth creation.
Most established investment platforms are administration firms built on outsourced – and outdated – technology. Fast-growth technology companies, whatever their current vertical, have a chance to shake things up for the better.
Embedded investments are the future. Powered by scalable, API-first investment infrastructure, brands that don’t even operate in financial services today could run some of the most successful investment platforms around in 10-20 years’ time…
100% of our technology is available through our publicly documented API, which regularly handles over 1.5m daily requests.
We’re building the most efficient investment engine around – one that replaces manual process with intelligent automation, supporting nearly 10,000 investors per ops team member.
Our system is built on an architecture that isolates potential areas of change – preventing the need for comprehensive code rewrites. Change is constant; we’re ready for it.
We maintain a single instance of our code base – with none of the overhead, cost and inefficiency of legacy codebase. We ship features fast and can scale to support millions.
Our ultra-low-cost custody and investment engine (typically 8-10 bps all-in – with zero up-front integration fee) allows you to get to market affordably as well as quickly.
We’re part of Octopus, the £12.5 billion B Corp that’s on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Ventures.
Prep and permissions
After a series of demos (check out our intros here) and the usual DD, we’ll guide you through the process for obtaining new permissions (if you need any).
An intensive, full-day kick-off workshop to fully understand and document your needs, culminating in a full plan detailing the nature and scope of your integration.
As well as guiding you through your technical integration, we’ll offer you support on your regulatory, compliance and legal tasks, too. All at zero cost.
We work with you to onboard your first new assets, and migrate any existing books across to your new platform.
We launched and migrated one client’s book as little as four months after our first conversation. Can you beat them?Get started
See introductory walk-throughs of our portals or our API, or arrange your own.Take a look
Use our simple pricing calculator to get an idea of the costs involved.Give it a try
Book a call to find out more and see how we can help your business, fast.Drop us a line