Smart Deposit Generation

A TurnKey Smart Invest and Save Platform

Easy to Integrate

Seamless Integration with Existing Systems for Streamlined Investment Processes. Our clearly identified integration points and tools enable quick and easy integration.

Increased engagement

Nudge users more frequently to make small investments or savings. Let your customers know that you care about their money.

Multiple strategies

Pick and choose from as many as five different investment scenarios including an AI investment affordability and auto invest solution.

Full stack solution

Not a broker-dealer? Plugin to our turn key investment and clearing systems to capitalize on the market opportunity

How it works

1

Predict FInancial Goal

We analyze your customers financial behavior and help them decide on their next financial goals they should save towards

2

Analyze, Invest or Save

KapitalWise's AI algorithm check how much money customer can afford to save and nudge them to achieve the goal

3

Robo-advisory

Brand our app as your own and provide an intelligent robo-advisory experience

Let us help you take action!