for Asset Managers
Scale
distribution
of your funds
Managers To Increase Distribution
Of Funds
Break away from the old “wholesale” model
To one where you actively influence distribution from front to end using tech:
Repackage your funds into a digital wealth platform solution for distributors
Support distributors in scaling and creating better experiences for your end-investors
Benefit from the increased consumption of your funds as distributors are empowered to service a larger clientele and grow AUM
Why should you get involved in
client-facing technology?
Today, successful distribution requires more than just increasing spend on marketing and sales to push products to distributors.
It requires active participation and partnership from asset management firms to support distributors in serving end-investors:
One key area to do so is in creating a better digital experience for your end-investors:
In a technological age, your existing and prospective end-investors are growing accustomed to using digital platforms and increasingly expect your distributors to provide the same digital convenience.
By supplying a client-facing digital wealth platform to your distributors, you can help them capitalize on this boom and transform your distribution into one cohesive and scalable B2B2C process.
Why should you get involved in
client-facing technology?
Today, successful distribution requires more than just increasing spend on marketing and sales to push products to distributors.
It requires active participation and partnership from asset management firms to support distributors in serving end-investors
One key area to do so is in creating a better digital experience for your end-investors:
In a technological age, your existing and prospective end-investors are growing accustomed to using digital platforms and increasingly expect your distributors to provide the same digital convenience.
By supplying a client-facing digital wealth platform to your distributors, you can help them develop this competitive advantage and transform your distribution into one cohesive and scalable
B2B2C process
Here's how the B2B2C process will works:
You build a digital wealth platform complete with pre-loaded funds and investment solutions
You onboard your distributors to the platform
Distributors customises platform to their needs - including customising model portfolios
Digital wealth platform customised to distributors goes live for your end-investors
Distributors are empowered to serve clients better with a digital experience and scale AUM
More clients onboard. And they invest more.
Your funds get consumed more
MONETIZATION
MODELS
LABELLED PLATFORM
INVESTMENT
PROCESS
RANGE OF
DISTRIBUTORS
(& END-INVESTORS)
MONETIZATION
MODELS
Flexible Monetization Models
Flexible monetization model that builds you revenue. You can preload your funds into the platform as you offer it to distributors for free. Alternatively, you can offer the platform as a paid monthly service. Either way, this generates sales for you
LABELLED PLATFORM
B2B2C White labelled platform
After the base-platform is built, you can white label it for your distributors, allowing them to easily customise the platform. Customisable features include colours, logos, branding and portfolio management details like funds and risk profiling.
INVESTMENT
PROCESS
Customised Investment Process
Introduce and increase uptake of your own wealth management engine by codifying your signature portfolio management system into the platform.
RANGE OF
DISTRIBUTORS
(& END-INVESTORS)
Cover a wide range of distributors
(and end-investors)
The platform can be configured to the unique localised contexts of different regions
FLEXIBLE
MONETIZATION
MODELS
Flexible monetization model that builds you revenue. You can preload your funds into the platform as you offer it to distributors for free. Alternatively, you can offer the platform as a paid monthly service. Either way, this generates sales for you.
B2B2C WHITE
LABELLED PLATFORM
After the base-platform is built, you can white label it for your distributors, allowing them to easily customise the platform. Customisable features include colours, logos, branding and portfolio management details like funds and risk profiling.
CUSTOMISED
INVESTMENT PROCESS
Introduce and increase uptake of your own wealth management engine by codifying your signature portfolio management system into the platform.
COVER A WIDE RANGE
OF DISTRIBUTORS
(& END-INVESTORS)
The platform can be configured to the unique localised contexts of different regions
MONETIZATION
MODELS
LABELLED PLATFORM
INVESTMENT
PROCESS
RANGE OF
DISTRIBUTORS
(& END-INVESTORS)
MONETIZATION
MODELS
Flexible Monetization Models
Flexible monetization model that builds you revenue. You can preload your funds into the platform as you offer it to distributors for free. Alternatively, you can offer the platform as a paid monthly service. Either way, this generates sales for you
LABELLED PLATFORM
B2B2C White labelled platform
After the base-platform is built, you can white label it for your distributors, allowing them to easily customise the platform. Customisable features include colours, logos, branding and portfolio management details like funds and risk profiling.
INVESTMENT
PROCESS
Customised Investment Process
Introduce and increase uptake of your own wealth management engine by codifying your signature portfolio management system into the platform.
RANGE OF
DISTRIBUTORS
(& END-INVESTORS)
Cover a wide range of distributors
(and end-investors)
The platform can be configured to the unique localised contexts of different regions
We're already partnered with global asset manager, Franklin Templeton, for "TangoRobo" in the US.
Franklin Templeton wanted to grow the distribution of their funds and increase uptake of their goal-based portfolio management advice methodology: the “Goals Optimization Engine” or “GOE”.
So, we partnered with them to build “TangoRobo”, a robo-advisory platform built-in with GOE and pre-loaded with several of their signature funds.
Tango is currently live and onboarding Franklin’s large
network of distributors.
Get a demo
Speak to an expert to see a live demo of a B2B2C digital wealth platform and learn how we can help you scale the distribution of your funds