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Fully-Customizable Software Platform
For Financial Advisors

Cloud-native software platform for financial advisors bringing best-in-class experiences and scalability.

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The most scalable banking software platform perfectly tailored for your needs. Modular approach and built-in configurations make it possible to deliver highly-customized solutions for RIA, private banks and wealth management businesses. The innovative API orchestration technology allows connections to the leading custodians while omnichannel interfaces bring engagement and convenience to the clients. 

Built for Private banks | RIA | Wealth Managers | Cash Managers

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Customized

Customize features, workflows and integrations to fit your needs. The modular core platform allows instant scaling and ongoing customizations to make the system future-proof.

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Open API & Ecosystem

Available integrations to the leading custodians, FX and payment companies, card issuers and banks. Open API for custom integrations with your preferred partners.

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White-Label Apps

Readymade and branded iOS, Android and web applications for extremely fast time-to-market.

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Secure & Compliant

Full-fledged banking core with advanced security and compliance tools embedded. Features biometric authentication, data encryption, RBAC, audit trail and other tools. SOC 2 Type 2; GDPR; PCI DSS compliant.

Features

Users and accounts

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Administration

RBAC tools and configurable admin roles to fit your organizational structure and processes.

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Accounts

Ready to investment, savings, minimum balance and other account types.

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User groups

Advanced client segmentation and personalization based on groups.

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CRM

Sending money to friends or contacts through the app.

Client portal and apps

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Branding

Mobile applications and client web portal with your company’s branding.

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Instant onboarding

Smooth onboarding and digital KYC procedures with configurable account limits and types.

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Engagement

Keep clients engaged and provide tools for instant communication with the help of embedded notifications and messaging systems.

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Transactions

Bank transfers and instant p2p transactions within the platform.

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Cards and Payments

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White-label cards

Issue and manage branded physical and virtual cards with one of the integrated partners.

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Fx

Cross-border transfers and Fx with over 70 supported currencies in 130+ countries.

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Bank transfers

Incoming and outgoing bank transfers with Swift, SEPA and ACH.

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Bill payments

Set of tools to issue and collect invoice and bill payments.

Digital Assets

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Crypto brokerage

Enable cryptocurrency investments with integrated crypto brokerage and clearing platforms.

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Crypto custody

MPC-based crypto custody solution with hot, warm and cold storage.

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Payments

Incoming and outgoing cryptocurrency payments and batch payouts.

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Custom tokens

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Offer own tokens and NFTs as a tradable asset.

Delivery

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Self-hosted software platform

Deployed in the cloud or on-premises, the software gives you full control over the data, compliance and IP.

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Banking as a service

Easy-to-use software with no investments in IT infrastructure. Enjoy 24/7 SLA support while keeping your focus on what matters the most.

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APIs are becoming ubiquitous in modern-day business because they enable companies to innovate and adapt quickly to rapidly evolving customer needs and desires.

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Cloud banking is fast becoming a ticket to the game for banks and regulators as financial services incumbents face up to stiff competition from innovative digital banks.

Case Studies

Wealth Management Platform

Cash management and brokerage platform providing vertically integrated assets servicing infrastructure for financial intermediaries. Built with Velmie technology, the platform provides state-of-the-art cloud technology with a modular architecture, digital AML/KYC checks, open API, card issuing service other functions to allow institutions to launch their branded cash management product

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Our Locations

United States

501 Silverside Road
Suite 105 Wilmington, DE 19809

United Kingdom

120 High Road
East Finchley London, N2 9ED

Lithuania

Saltiniu g. 5-101
Vilnius, LT-03214

Get in Touch!
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