Institutional Concepts

Wealth management solutions, client onboarding and reporting all delivered with state of the art technology.

Our Service Options

White Label Investing and Client Onboarding Technology

Fully bespoke for your needs
Integrate with any technology
Full project management
CRM Integration

Portfolio Management, Execution and Custody Solutions

World Leading Custodians
Visibility and Transparency
Trading Technology
Comprehensive Portfolio analysis

Next level Portfolio Reporting and analytics Solutions

Daily reporting
Customizable Reports
Adaptable Process
Propriety Technology

Building For….

Why Affluity?

Increase Distribution Potential

Onboard retail investors directly on your website and own your own customers.

We offer clients access to institutional-grade investment management expertise that was once exclusive to corporations and ultra-high-net-worth individuals, creating a truly level playing field for everyone

Innovation and Security

We keep all technology up to date with the latest security measures.

Outsource, no resource

With Affluity, you don’t have the overheads and costs of an in-house tech and design team.

Plug and Play

Our technology plugs into your existing site.

Affluity's best-in-class customer onboarding and management technology suite allows wealth and investment firms to go direct to the consumer. Through innovative design, our team of developers and investment personnel have refined these processes over time to enable this solution as a cost efficient white label offering.

Integrate with Industry-leading technology and platforms