All investment options in one integration
From the safest deposit to autonomous trading. Your clients, your rules.
Cuenta Remunerada
El producto ancla. Riesgo nulo y liquidez inmediata para capturar el valor de los depósitos inactivos.
Opciones de Integración
Robo Advisor
Introducción gradual de riesgo. A medida que el usuario gana experiencia, combinamos la cuenta segura con activos de mayor rentabilidad bajo nuestra supervisión fiduciaria.
Mezcla de Portafolio
Trading Autónomo
Para el usuario experimentado. Ejecución directa sin intermediación delegada.
Acciones y ETFs fraccionarios.
AI Advisor
So that volatility doesn't become operational burden
Financial accompaniment technology at scale. Continuous profile monitoring, personalized communication during downturns, automatic restriction of unsuitable products, and contextual education — integrated as an invisible layer in your platform.
Real-time profile monitoring
Three pillars: desire, capacity, need. The profile updates with every interaction and behavioral signal, not just onboarding.
Proactive communication in downturns
Reaches out to the client before they reach out. During volatility, immediate context on portfolio and plan; less anxiety, fewer calls.
Automatic risk restriction
Products that don't match the profile are blocked before the user can operate with them. Protection without manual intervention.
Operational friction absorption
Questions a downturn would generate are anticipated with continuous accompaniment. Your team receives fewer calls, fewer escalations.