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.
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
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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