Tags:AutomationB2BBrokerFinanceFinTechInsuranceInsurTechInvestmentManagementMarketingPlanningPlatformProductRetirementSaaSServiceSoftwareTechnology
OVERVIEW BetaSmartz is a B2B investment management SaaS platform with expertise at the centre of technology and financial services. We offer a complete suite of fully customisable B2B2C white- labelled turnkey front, middle and back-office digital solutions. Our work centres on maximising the efficiency and scale of financial institutions and optimising the investment experience of their clients. Today we work with financial institutions throughout Asia, the UK and Europe: ● Wealth Managers ● Financial Advisors ● Asset Managers & Hedge Funds ● Banks ● Brokers ● Insurance Companies ● Private Equity Houses ● Financial PR & Marketing Firms MODULAR APPROACH Each of our investment, operational, administrative and engagement capabilities are segmented into modules known as BetaBlocks. These can be implemented as standalone solutions or custom assembled to create a bespoke, integrated solution. OPEN ARCHITECTURE As well as seamless integration and connectivity with both internal and external 3rd party systems and platforms, a BetaSmartz solution allows for the integration of a financial institution's chosen product set, process, views and assumptions, creating a hybrid solution that retains and preserves the financial institution’s core DNA and approach. NEUTRAL BetaSmartz is independent of any affiliate financial institution, enabling us to be product and counterparty agnostic.
Location: China, Hong Kong, Hong Kong Island
Member count: 11-50
Founded date: 2016