API-First Microservices

Profiling

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360-NeedsProfiler®

Predict most relevant
financial need and risk

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360-FactFind®

Organise data for personal and household financial analysis

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360-NeedsCalculator®

Forecast achievement
of financial needs

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360-Connect®

Enable connectors for authentication, CRM, open banking and insurance

Insurance & Investment Advice

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360-Compare®

Distil intelligent comparison from product shelf

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360-Quote®

No/Low-code quotation engine for rapid go-to-market

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360-ProVestment®

Provide unbiased and consistent advice / recommendation of virtual product bundles

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360-Portfolio®

Optimize and recommend asset allocation in pure or hybrid
investment

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360-Reporting®

Configure customer-facing and application-required illustrations, forms and reports

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360-SocialSecurity&Tax®

Optimize financial portfolios with inclusion of localized social security and tax calculations

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360-PVExpert®

Enable expert advisors to configure 360-ProVestment® assumptions, down to each customer

Explainer & Insights

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360-ScenarioVisualizer®

Run 10,000 automated lifetime triggers or self-configurable what-if scenarios

360-HappiU

360-HappiU®

Forecast financial satisfaction
using behavioral economics

360-Mira

360-Mira®

Build relationships with predictive analytics, machine learning and statistical modelling

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360-Sentiments®

Give advisors macroeconomic insights to support advisory conversations

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360-PVExplainer®

Generate reasons for (360-ProVestment®) recommendations as written compliance

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360-PortfolioAnalytics®

Run 360-degree analysis of customer’s asset allocation on risk and opportunities

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