Brokerage as a Service is a white label solution for automated investing in funds, stocks, bonds, currencies and much more. We carry the accounts for your customers in our regulated securities firms together with our partners and you focus on your core business.
We deliver the full IT infrastructure where you can use customer portals from us or link your own application to our back end via API. We take care of all back office operations, reconciliation, reporting etc. since the customer accounts are legally with us.
You can build your brand and customer loyalty since we strictly run a business to business operation and do not compete for your end customer. We simply want to empower you to build your business and grow together!
If you have your own permissions we can act as a pure back office administrator and system provider for you.
Among other things our offering includes
Use our customizable investment portal for your customers or connect your own to our API.
Fully customized onboarding forms designed with your customer journey in mind.
Use our customer management tool for advisors, brokers and administrators to manage customer business or connect through our API.
Our software supports automatic mapping to your accounting structure where full automation can be obtained for you and even for your customers if they want
We manage all compliance related to the customer accounts including AML, KYC, Tax reporting etc.
Our asset offering is one of the widest on the globe with most global exchanges together with thousands of investment funds. We connect to various fund networks and also directly to fund companies.
Payments and transfers
We will operate all payment flows and transfers including recurring investments and manual deposits and withdrawals.
Wide selection of account types including
- Standard holding account
- Investment Savings Account (ISK)
- Direct pension account
- Insurance accounts