wealth tech platform
GOL.F
A flexible solution tailored to investment advisors, asset managers and banks
wealth tech platform
GOL.F
A flexible solution tailored to investment advisors, asset managers and banks
wealth tech platform
GOL.F
A flexible solution tailored to investment advisors, asset managers and banks
wealth tech platform
GOL.F
A flexible solution tailored to investment advisors, asset managers and banks
wealth tech platform
GOL.F
A flexible solution tailored to investment advisors, asset managers and banks
THREE INTEGRATED BLOCKS IN ONE SYSTEM
Problems to be solved:
- Rapid market dynamic & growing complexity of new products
- Customers demand timely & proactive advise on how to maximize returns and minimize risks
Problems to be solved:
- How to monitor risk of all the various investments client made and how much client have earned
- Fear of missing out (FOMO) a relevant investment idea. Ability to enter the benefits of the idea with risk hedged
Problems to be solved:
- How to consistently grow investment sales
- How to create a scalable & operational risk free investment sales operation including regions
INVESTMENT COMMERCIAL RELATIONSHIP MANAGEMENT Contextual proactive advise Advisors & Investors get the advises in the context of portfolios under management Portfolio tracker Monitor all the products, product statuses and corporate actions on a relevant time scale. Life events checklists and advise |
DIGITAL EXECUTION Investment cart Ability to combine multiple investment deals and operations to one virtual cart to prepare a new portfolio for execution Digital signature Ability to use simple digital signature to sign multiple deals and investment related operations |
ADVISOR’S CABINET AI investment ideas Every day we scan the open newsfeeds for the articles matching customers’ assets and rework the relevant ones to display the potential change to customers. Risk rebalancing & portfolio notifications At any point of time we revaluate the assets and their weighted average adjusted risks to highlight if it’s time to rebalance. We notify you once your product has matured or autocalled |
HOW IT WORKS
HOW IT WORKS
CUSTODIANS’ data
- Assets quantity
- Coupons / Dividends
- Corporate actions
- Coupons / Dividends
- Corporate actions
BROKERS’ data
- Assets’ price
- Multi-currency cash value
- Deals data
- Multi-currency cash value
- Deals data
PARTNERS’ data
- Partner products sold to your customers
- Product events of interest added to the portfolio
- Product events of interest added to the portfolio
CRM data
BANKS’ data
GOL.F application and API store
- GOL.F can connect to a number of typical APIs out of the box such as WSO2 APIs, FIX protocol etc
- We follow the OpenAPI convention to build connections for multiasset portfolios
- We follow the OpenAPI convention to build connections for multiasset portfolios
GOL.F execution hub
- GOL.F supports multiple Execution Routes for different types of products, different brokers, insurers, funds etc
- Our platform can also support Execution Only, investment advisory and Discretionary execution models logic
- Our platform can also support Execution Only, investment advisory and Discretionary execution models logic
GOL.F client app
- Allows to monitor everything at a moment of time for a customer
- Allows to get it touch with your advisor
- Allows to get it touch with your advisor
GOL.F investment advisor / asset manager interface
- Monitors positions and results of clients base assigned to you
- Provide investment recommendations through branded pdf reports
- Allows to print portfolio report adhoc
- Provide investment recommendations through branded pdf reports
- Allows to print portfolio report adhoc
Power BI or Tableau
- Management high level KPI reports
GOL.F
Wealth tech platform
CRM data
BANKS’ data
PARTNERS’ data
- Partner products sold to your customers
- Product events of interest added to the portfolio
- Product events of interest added to the portfolio
BROKERS’ data
- Assets’ price
- Multi-currency cash value
- Deals data
- Multi-currency cash value
- Deals data
CUSTODIANS’ data
- Assets quantity
- Coupons / Dividends
- Corporate actions
- Coupons / Dividends
- Corporate actions
GOl.f
Wealth tech platform
GOL.F client app
- Allows to monitor everything at a moment of time for a customer
- Allows to get it touch with your advisor
- Allows to get it touch with your advisor
GOL.F investment advisor / asset manager interface
- Monitors positions and results of clients base assigned to you
- Provide investment recommendations through branded pdf reports
- Allows to print portfolio report adhoc
- Provide investment recommendations through branded pdf reports
- Allows to print portfolio report adhoc
Power BI or Tableau
- Management high level KPI reports
GOL.F application and API store
- GOL.F can connect to a number of typical APIs out of the box such as WSO2 APIs, FIX protocol etc
- We follow the OpenAPI convention to build connections for multiasset portfolios
- We follow the OpenAPI convention to build connections for multiasset portfolios
GOL.F execution hub
- GOL.F supports multiple Execution Routes for different types of products, different brokers, insurers, funds etc
- Our platform can also support Execution Only, investment advisory and Discretionary execution models logic
- Our platform can also support Execution Only, investment advisory and Discretionary execution models logic
WHO IS OUR TYPICAL CLIENT?
Investment advisory firm
- Typically dynamic multifamily office
- 50-500 clients
- Sophisticated portfolios
Asset management company
- An asset management company with many individual discretionary mandates
- 500-3500 clients
- Sophisticated portfolios
banks
- Wealth management and private banking
- 3500-150000 clients
- Typical, sometimes model portfolios
Custom implementation
- Custom
- 150000+ clients
- Any type of portfolios
WHO IS OUR TYPICAL CLIENT?
Investment advisory firm
Asset management company
banks
Custom implementation
Typically dynamic multifamily office
An asset management company with many individual discretionary mandates
Wealth management and private banking
Custom
50-500 clients
500-3500 clients
3500-150000 clients
150000+ clients
Sophisticated portfolios
Sophisticated portfolios
Typical, sometimes model portfolios
Any type of portfolios
READY, SET, INVEST GOL.F wealth tech platform |
READY, SET, INVEST GOL.F wealth tech platform |