White-Label robo-advisor platform WeAdvise and PSplus, enter into a strategic partnership to offer digital solution for independent wealth managers and other financial services providers.
Combined offerings includes digital onboarding, a client dashboard, multi-custodial reporting besides other portfolio management features.
Financial services providers profit from a ‘best-of-breed' approach for a flexible and long-term digital wealth management solution
WeAdvise and PSplus to offer a future-proof digital wealth management solution.
The service bundle includes all key components for a digital wealth offering including online account opening, portfolio management solution and regular client reportings.
Under the strategic partnership, WeAdvise will provide customisable white-label robo-advice technology. The technology will allow independent wealth managers to integrate their own investment strategies and offers, among other features, multi-custodial portfolios reports to be delivered to the client's digital dashboard.
PSplus will add its subject matter expertise around portfolio management and administration. Comprehensive interface for orders and transactions, adherence to all regulatory requirements and highly efficient processes will ease the administrative burden for financial services providers.