With our suite of white-label Gambit solutions, you can build the future of your investments.

Fluid and secure, our APIs enable banks and insurers to rapidly expand their product offerings with agility and efficiency. By leveraging our solutions, they can proactively adapt to the digital landscape, stay ahead of the curve and thrive in today's ever-changing digital environment. All you have to do is choose what you need!

1 Onboarding

KYC-new

KYC

Global-Advice

Propsection proposal

Risk-Profiling

Risk profiling

Sustainabilit-new

Sustainability preferences

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Knowledge & experience

2 Advice

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Goal Based Advice

Patrimony-new

Patrimony

new-dollar

Investible amount & buffer

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Envelope Advice

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Service type advice

allocation-new

Allocation proposal

3 Execution

portfolio-new

Portfolio construction

subscription-new

Subscription

rebalancing

Rebalancing

Virtual Account

Virtual account

4 Personalised monitoring

Dashboard

Dashboard

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Performance

Product and Envelope Advice

Reporting

*only user interface

Our holistic solutions Our targeted solutions

Competitive advantages

1. Comprehensive tools

The essential building blocks for setting up an investment advisory or portfolio management service, whether self-guided or advisor-guided.

2. Fast implementation

Using state-of-the-art technology, including an API-first approach and cloud, it is possible to combine modules with transparent integration both in the front (screens) as well as back (data).

3. Global mutualization, local configuration

All modules have been designed to support multiple use-cases, by allowing a local configuration for your specific workflow. The multi-tenant architecture allows for a secure separation of data.

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Tailored to fit your needs

Customer journeys are adapted for each implementation, whilst keeping the building blocks the same.

Allowing you to create your own journey

Packaged per “Value stream”.
Discover our solutions Empower your business
journey-step
A tech savvy solution
api-first
API-First

REST-ful APls with their own lifecycle to make it easy and fast to integrate.

Cloud
Cloud Ready

Our product is built for the cloud, allowing you to choose your preferred provider, or to opt for our SaaS solutions.

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Highly-Configurable

Each financial institution has its own services, product offering, rules and operational specificities. These are managed through configuration, not hard coding.

Human-ressources
Multi-Tenant

Our multi-tenant architecture allows for hosting multiple isolated entities within the same platform.

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Highly Secure

The financial industry is built on trust. Our product meets the highest and latest security standards.