Individuals     •     Institutions

Launch your own 
Robo-Advisor

We help provide financial institutions serve their clients better with a fully customizable digital advisory and wealth management platform.

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Portfolio 
Management

Our vertically integrated solution helps you build and manage your own custom model portfolios and rebalancing.

Client experience 
your way

Utilize a white labelled front-end experience built with the best user experience practices or customize it to match your brand’s look and feel. 

Grow by leaning 
on our team

We are prepared to help you grow exponentially. Our operations teams partner with you to scale your practice fast

Let's Talk

Get started and create customer experiences that open up new markets and enter the future of automated advisory investing head on.

 

  • Intuitive mobile-first application designed with user research and customer trends
  • Offer in-house or third party funds personalized customer portfolios
  • Automate and digitize your investor profiling method using machine learning and secure integrations
  • Rebalance funds and investment strategies
  • Integrate with your own middle to back office systems
  • Pricing based on your business needs
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DirectFN RoboAdvisory (“DFN RoAd”) is registered in the Kingdom of Saudi Arabia (CR 1010677759) and is authorized and regulated by the Capital Market Authority.

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