Operating under our EU regulatory umbrella is an alternative to applying for and acquiring your own investment licence. This offers a faster and cheaper route to market, whilst giving you the option to acquire your own licence in the future.

This is known Tied agents still need to comply with regulations and need to have the necessary knowledge, skills and qualifications to provide relevant information to clients. Our team can talk you through the requirements and suitability of this option as becoming a tied agent.

The investment API allows you to integrate trading and investing services into your user journey. You can easily expand these capabilities by integrating third party services and solutions you rely on.

Explore our API modules and documentation here.

Offer your customers a seamless user experience with our white label trading and investment apps via our ecosystem. Whether you’re planning to offer automated investments or connect your users with advisers, intuitive apps provide a branded experience that’s quick and easy to implement.

If you’re looking for a more tailored user experience but don’t have the resources to build something yourself, our team can work with you to develop the perfect solution.

Offer multi-asset investing to your customers across stocks, mutual funds, exchange-traded funds, bonds, commodities, certificates, warrants, crypto and more. 

We connect you to global financial exchanges, over-the-counter markets, fund networks and individual fund companies.

You can customise your investment offering with your choice of instruments and themes to help differentiate your solution and reach your target market.

Within our powerful investment management ecosystem we set up controls at every stage of the investment journey, from trade execution to post-trade processing. The system is easily configured to your requirements and ensures a high level of automation across investment operations.

The system provides complete coverage across:

• Customer management
• Investment book of record
• Portfolio management
• Compliance
• Corporate actions management
• Reconciliation management
• Order management and settlement
• Fee management
• Tax and accounting

If you want to simplify the management of your investment service even further, you can outsource daily operations to our team of experts. Great if you want to get up and running fast.

Our partners custody services provide safekeeping for your customers’ assets via a nominee account. This provides greater control over your customer accounts and enables increased trading efficiency. 

The expert team can take care of all account administration and asset servicing on your behalf, so you can focus on your customers. 

We hold the “Safekeeping and administration of financial instruments on behalf of clients” permission from the Financial Supervisory Authority of Norway, and our custody servicing team have over two decades of experience managing these processes for our clients.