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.”


Rutger Selin

CEO, Nowo Fund Management

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

Article

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 …

Event

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 …

Event

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 …

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