Advisors
Introduction
DECODE's technology for advisors offers a powerful and customizable solution for goal-based planning and thematic investments. Our platform is designed to help advisors offer customized solutions to meet the unique needs of their clients and support them in achieving their investment goals.
Features
End-to-end automated KYC, identity, and compliance validation
Our technology automates the process of verifying the identity and compliance of your clients, making it easier for you to onboard new customers and comply with regulatory requirements.
Automated user risk questionnaire and benefits
Our technology includes a user-friendly questionnaire that helps to assess the risk tolerance and investment goals of your clients, so you can provide customized solutions that are tailored to their specific needs.
Real-time NAV
Our technology provides real-time NAV (Net Asset Value) information, so you can keep track of the performance of your clients' portfolios in real-time and make informed investment decisions.
Customized solution offering
Our technology allows you to offer customized solutions that are tailored to the specific needs of your clients. Whether you're looking to provide retirement planning, thematic investing, or any other type of solution, our technology makes it easy to create and manage customized products.
Support of retirement accounts
Our technology supports a wide range of retirement accounts, including 401(k), IRA, and Roth IRA, making it easy for you to provide retirement planning services to your clients.
Mandatory and non-mandatory structures
Our technology can be configured to support both mandatory and non-mandatory structures, allowing you to provide solutions that are tailored to the specific needs of your clients.
Architecture
Our platform for advisors is built on Azure, which provides the ability to scale seamlessly and handle increased traffic, as well as the ability to integrate with legacy systems through our open API architecture. Additionally, Azure's cloud hosting allows for enhanced security and compliance, including SOC 2 and PCI-DSS, ensuring that your data is always protected. Additionally, our platform also inherits all the security certifications from Azure, which ensures that your data is always protected and in compliance with the highest industry standards.
Customization
Support
In terms of customization and branding, our platform allows for complete white-labeling, enabling you to present the platform as your own and align it with your existing brand guidelines. Our team of experts will work closely with you to ensure that the platform meets your specific requirements and fits seamlessly into your existing infrastructure. Additionally, we offer localization options to cater to different regions and cultures. Furthermore, we also provide the ability to integrate with other systems to provide a seamless user experience throughout the customer journey. With our customizable solution offering, you can tailor the platform to fit the unique needs of your clients
Our team of experts will work closely with you to ensure that the platform meets your specific requirements and fits seamlessly into your existing infrastructure. Additionally, our dedicated team of experts is available 24/7 to provide ongoing technical support and maintenance to ensure that the platform is always running at its best.