Seamless Integration with Existing Systems for Streamlined Investment Processes. Our clearly identified integration points and tools enable quick and easy integration.
Nudge users more frequently to make small investments. Let your customers know that you care about their money.
Pick and choose from as many as five different investment scenarios including an AI-based investment affordability and auto invest solution.
Not a broker-dealer? Plugin to our turn key investment and clearing systems to capitalize on the market opportunity
Every couple of days, KapitalWise's AI based algorithm check how much money your customer can invest and nudge the user to make that investment. Our algorithm make sure we never invest more than a customer can invest.
Round up transactions and invest the change in selected funds. Turn every spending you make, to a small investment for the future
Help them convert reward points and hidden cash into investments. Great fit for someone who wants to start investing without taking much risk.
Let your customer select a fixed or a percentage of their income towards the investment goal.
Help your users decide how often they want to invest, select daily, weekly or monthly fixed amount and the target fund.