Goals emergency Goals retirement Goals university
Blue1 Orange Blue2 Yellow Green1
Profile card1 Profile card2
Tolerance card 1 Tolerance card 2
Modular goal
Modular tolerance
Modular capacity
SVG-AF
  • Engage

    Onboard clients with quick financial plan and custom messaging

  • ORGANISE

    Collect all relevant data and pre-populate investment proposition

  • ADVISE

    Send tailored advice recommendation and get client confirmation

  • EXECUTE

    Straight through processing with automatic portfolio rebalancing