OpenInvest provides a white‑label, cloud‑native SaaS platform that enables financial firms to distribute their model portfolios directly to retail investors through a branded digital interface. The platform automates onboarding, KYC, portfolio selection, reporting and customer support, allowing firms to scale distribution and generate recurring revenue without custom IT development.
Funding
Funding not disclosed
TGFounders
Product
Problem
Financial firms that create model portfolios often lack a cost‑effective, technology‑driven channel to distribute those portfolios to self‑directed retail investors, especially younger Millennials and Gen Z clients who prefer digital onboarding. Traditional advisory models require extensive IT integration, licensing upgrades, and manual administration, limiting scalability and revenue from intellectual property. Consequently, firms miss opportunities to monetize their investment expertise beyond high‑net‑worth advisory relationships.
Solution
OpenInvest delivers a white‑label, cloud‑native digital investment platform that enables firms to offer their model portfolios directly to retail investors through a branded web interface. The platform automates client onboarding, KYC verification, portfolio selection, reporting, and ongoing customer support, eliminating the need for bespoke IT builds or changes to existing AFS licences. Firms supply their portfolio models, content, and branding, while OpenInvest provisions the underlying infrastructure and handles regulatory compliance. Investors can open accounts and manage allocations 24/7, with the solution providing real‑time performance dashboards and a mobile app for continuous engagement. Implementation can be completed in as little as four weeks, and OpenInvest supplies launch‑ready marketing assets to accelerate client acquisition. By offloading operational overhead, firms can scale distribution of their intellectual property and generate recurring revenue without expanding staff.
Target Audience
The primary customers are Australian stockbrokers, accountants, asset managers, and financial advisory firms seeking to extend their model‑portfolio offerings to self‑directed retail investors while preserving their brand identity.
Features
- Fully white‑label SaaS platform hosted on a secure, multi‑tenant cloud environment, supporting custom branding and domain integration
- End‑to‑end digital onboarding workflow with automated KYC/AML checks and compliance reporting
- Portfolio selection engine that matches investor risk profiles to firm‑provided model portfolios, with real‑time allocation and rebalancing capabilities
- Integrated reporting suite delivering performance analytics, tax statements, and downloadable reports via a client‑facing dashboard
- Built‑in customer support ticketing and chat functionality, reducing advisory staff workload
- Mobile application (iOS/Android) for account access, transaction monitoring, and push notifications
- API layer for seamless data exchange with existing CRM or CRM‑like systems, and optional FHIR‑style data export for third‑party integrations
- Rapid deployment framework with pre‑configured marketing templates, email sequences, and social media assets to accelerate go‑to‑market