SAKS offers a white-label platform that enables financial advisors and wealth managers to customize portfolio management and access global investment products. This solution simplifies the construction and management of international wealth, addressing the complexities and bureaucracies often faced in private pension hiring.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors and wealth managers face complexities and bureaucratic hurdles when constructing and managing international wealth portfolios, particularly with private pension hiring. Clients increasingly demand personalized experiences and tailored solutions for their specific financial needs.
Solution
SAKS offers a white-label platform designed to streamline the creation and management of international wealth for financial professionals. The platform provides a customizable front-end for portfolio management, pricing, and access to a range of global investment products. By simplifying the process and removing bureaucratic obstacles, SAKS enables advisors to offer personalized and efficient services to their clients, enhancing client satisfaction and fostering stronger relationships. The solution caters to investment advisors, consultants, managers, multi-family offices, brokers, and wealth managers.
Target Audience
The primary target audience includes investment advisors, investment consultants, investment managers, multi-family offices (MFOs), brokers, and wealth managers seeking to simplify international wealth construction and management.
Features
- Customizable white-label platform for a personalized client experience
- Streamlined portfolio management tools
- Access to global investment products
- Simplified process for international wealth management
- Front-end customization options for branding and tailored services