Bespoke solutions

Our team is poised to build bespoke solutions using modular systems, addressing your clients needs across key areas of wealth management.

Customer first

We arrange integrations and user interfaces into comprehensive end-to-end value propositions that address your real-life customer needs.

That means that everything we build is purposeful, and designed to make things easy for your customer to use.

Built for you

Are you looking to build tailored Customer Relationship Management (CRM) systems? Streamlined onboarding solutions?  Risk management tools?

We build completely custom made wealth technology solutions that address your specific goals. That means integrating with your chosen banking infrastructure and financial technology providers as well as dynamic, user friendly web and mobile applications designed for your client base.

Differentiate yourself

By leveraging existing modular building blocks we create products which are totally unique, designed for your needs, and quick to make.

Our specialties

Our team has extensive development experience which gives us an edge in:

- Wealth Management,
- Retail Investing,
- ESG / Impact,
- Personalised Engagement,
- Cloud Applications,
- Dynamic customer facing portals
- Data engineering
- Visualisations and reporting

Talk to the experts

At GOODFOLIO, we empower you to expedite your digital wealth transformation and introduce superior investing experiences for your customers.

Through our range of white-label and bespoke solutions, we assist you in expanding product offerings swiftly, efficiently, with a focus on customer experience. This enables you to stay at the forefront of the industry and thrive in an ever-evolving digital landscape.

We look forward to connect with you and discuss how GOODFOLIO can enhance your capabilities, leveraging the latest wealth technology innovations for your valued customers.