Direct-to-consumer fund distribution
Launch a direct investment platform under your brand and grow valuable relationships with your end customers.
The easiest way to offer direct investing
Fund managers expect digital platforms to drive the shift toward direct distribution, but many are held back by the cost and complexity of setting one up. Huddlestock’s Investment-as-a-Service solution simplifies launching an investment platform, handling everything from onboarding to safekeeping and reporting.
Grow relationships with your unitholders
Build a thriving customer community and brand with your own digital investment platform.
Add new revenue streams
Target new market segments and offer direct investment in your funds and other assets including stocks and bonds.
Gain insights into consumer behaviour
Analyse your customer groups and behaviour to inform product strategy and boost retention.
Scale your investment platform with ease
Automated processes and managed custody services enable you to focus on growing your customer base.
Capitalise on market trends
Respond quickly to evolving customer needs and emerging trends with simple portfolio management.
Future proof fund distribution
Add another layer to your distribution strategy that puts you in direct control of your proposition and target market.
“With Huddlestock’s platform streamlining the complete investment process, we have more time to focus on our customers and fund management. We now have a scalable system in place that will future-proof our operations as we progress.”
CEO, Nowo Fund Management
Rutger Selin
Established technology and expertise to propel your business forward
- Cloud-based software for security, scalability and 24/7 uptime
- Regulated by financial authorities in Norway and Germany
- Licenced custodian with €450m in assets under administration
- Ongoing support from capital markets and fintech specialists
- Continuous software updates with new releases every two weeks
- App marketplace and easy integration of external tools
- Listed on the Euronext stock exchange
Latest insights
Tied agent solution vs. own licence: Which is right for your investment firm?
November 18, 2024
Companies that want to offer investment services requiring authorisation in the European Union (EU) usually have a choice between obtaining their own …
Nordic Fintech Week 2024
August 23, 2024
We’re pleased to be exhibiting at the biggest finance and fintech conference in the Nordics again this year. Join us 25-26 September …
PostTrade 360° Nordic 2024
August 22, 2024
Meet us at PostTrade 360° Nordic 2024, taking place 4-5 September in Stockholm. PostTrade 360° Nordic 2024 is set to be a …