Jump and stay ahead
Swanest pushes the digital experience of wealth-managers to the next level. Provide all the latest features your clients would expect from a modern investment service and interact seamlessly to foster relationships. On top, we help your business to boost efficiency and sales. We are independent from wrap platforms and will please your clients via all digital channels under your brand.
Our products
Module 1
Digital onboarding
An engaging experience allows your clients to identify themselves, assess their suitability and evaluate their risk profile from back-home. The next time you meet, you can focus on the important topics.
Module 2
Investment simulator
Interactively simulate, analyse and customise portfolio propositions to facilitate a conversation. You may use the simulator through our wealth portal or during a face-to-face meeting.
Module 3
Automated advice
Bring your investment propositions online to attract new clients, especially the next generation. On-board prospects automatically and manage your very own portfolios efficiently.
Module 4
Wealth portal and app
Enable your clients to follow and interact with their investments from a desktop and mobile view. Gain efficiency through automated reporting and strengthen the relationship through digital communication channels.
Module 5
Execution only
Please your clients and the next-generation with an easy-to-use execution only service to enable self-directed investing with parts of your clients’ wealth.
The benefits
White-label solutions to empower your business.
Raise efficiency
Automating parts of your processes and compliance will liberate time so you can focus on what matters most, your clients.
Sell more
Digital solutions allow you to serve an untapped market in an efficient way and allow you to respond to the needs of the next-generation.
Increase retention
By offering the services modern investors expect nowadays, you ensure that your clients will stay loyal to you in the future.
Integration
Easy integration, fully customisable and API enabled
Swanest easily integrates into your website, third-party services and CRM. You may use our APIs to enable your very own investment platform.
Private label
Your own brand
Our private label solutions adapt to your brand, colors and language. A seamless integration into your environment is what we strive for!
Independent
Your own portfolios & products
Swanest is built to empower your own investment strategy and portfolios consisting of any stocks, ETFs, mutual funds. If you need, Swanest can aslo provide model portfolios and automated logic.
Innovation
Continuous innovation
Never worry again, stay ahead of the game! We will continuously innovate the platform so you can focus on what is most important to you!
References
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