Fully-Customizable Software Platform
For Financial Advisors
Cloud-native software platform for financial advisors bringing best-in-class experiences and scalability.
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
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.
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.
White-Label Apps
Readymade and branded iOS, Android and web applications for extremely fast time-to-market.
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
Administration
RBAC tools and configurable admin roles to fit your organizational structure and processes.
Accounts
Ready to investment, savings, minimum balance and other account types.
User groups
Advanced client segmentation and personalization based on groups.
CRM
Sending money to friends or contacts through the app.
Client portal and apps
Branding
Mobile applications and client web portal with your company’s branding.
Instant onboarding
Smooth onboarding and digital KYC procedures with configurable account limits and types.
Engagement
Keep clients engaged and provide tools for instant communication with the help of embedded notifications and messaging systems.
Transactions
Bank transfers and instant p2p transactions within the platform.
Cards and Payments
White-label cards
Issue and manage branded physical and virtual cards with one of the integrated partners.
Fx
Cross-border transfers and Fx with over 70 supported currencies in 130+ countries.
Bank transfers
Incoming and outgoing bank transfers with Swift, SEPA and ACH.
Bill payments
Set of tools to issue and collect invoice and bill payments.
Digital Assets
Crypto brokerage
Enable cryptocurrency investments with integrated crypto brokerage and clearing platforms.
Crypto custody
MPC-based crypto custody solution with hot, warm and cold storage.
Payments
Incoming and outgoing cryptocurrency payments and batch payouts.
Custom tokens
Offer own tokens and NFTs as a tradable asset.
Delivery
Self-hosted software platform
Deployed in the cloud or on-premises, the software gives you full control over the data, compliance and IP.
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
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