arcus capital

Digitising your advisory business

White labelled investment and risk “Robo” solution

Customisation & White Labelling

White labelled, custom designed solution for your business. Customised branded portfolios and reporting.

Digital On-boarding

No paperwork - simple online client on-boarding. All client documentation and portfolio information is stored securely on cloud-based or in-house databases with fully-customisable user rights access and automated alert notifications.

Business Growth

Efficiency through technology while delivering a great user experience for your customers. You and your clients could easily set up, review and track goals on any device.

24/7 Portfolio Monitoring

Advisors and clients can log on and access your portfolio at any time. Automatic portfolio rebalancing.

"White label financial planning and management company Arcus Capital is applying machine learning algorithms to analyse the stock market and create risk-targeted portfolios, using mainly exchange-traded funds (ETFs)"

JUNE 14, 2017 www.disrupt-africa.com

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Goal-based investing

We use sophisticated machine learning algorithms to trawl the market, create and analyse, on an ongoing basis, risk-targeted portfolios.
Analytics generate insight into the portfolios, forecasting maximum loss scenarios and projecting returns or probabilities.

Our investing solution integrates investment management with goal planning directly. Performance can be viewed as progress against a set goal rather than solely against a performance benchmark.

Intuitive Dashboard

Intuitive Graphic User Interfaces allow advisors and users to monitor risk and reward quickly and comprehensively.

Digitise Your Business

Make your on-boarding fast and seamless. Fully electronic customer client management with FICA drag and drop technology

Risk Assessment

Automated risk assessment to determine the optimal white labelled solution based on your client’s risk rating.

Discretionary Fund Management
(DFM) with a difference
Use our sophisticated machine learning algorithms to create customised ETF portfolios at a fraction of the cost of traditional unit trusts or use the same techniques to create optimised portfolio of diversified unit trusts.

Branded Communication

Leverage a consumer-friendly, online experience that reflects your branding and messaging.

Analytics & Reporting

Insightful analytics and data to help you understand and improve client engagement drive asset growth. Reports such as suitability reports to meet your regulatory requirement.

DIGITAL WITH A HUMAN TOUCH

PREPARE TO OPTIMISE YOUR BUSINESS