Velexa offers B2B investing and trading technology solutions that empower companies to launch investment services, digitise the end-user experience, broaden access to different asset classes, and overcome the constraints of in-house legacy systems – all in a matter of weeks.
Business models:
API - providing access to 700k investment instruments
IaaS - branded investment mobile app and web terminal connected to Executing Broker
PaaS - multi-asset and global market access front-to-back investment platform - Web Terminal, Mobile apps, Desktop, CRM and KYC, RMS and OMS, Corporate Actions, Reporting
Key Functionality:
Fractional and Notional Shares and Bonds
ESG
Bond screener;
Basket trader;
Trade blotter;
Options board
MAM and MAT
Thematic watchlists
Flexible layout allowing to adjust widget according to user’s preference
Market depth;
Time and Sales;
Price Alerts
Key Benefits
Freedom of Capital - Invest in all financial markets via a single multi-currency account supporting 700,000+ assets, including stocks, ETFs, bonds, options, futures, metals
Unique Wealth journey - Flexible parametrisation & configuration of 250+ components to build a refined but simultaneously rich experience
360 Customer view - Holistic view of Banking & Brokerage activities
Open Banking - Plug & play integration and connectivity through a comprehensive API framework
Personalisation - Intimately unique & adaptive user experience: price notifications, risk appetite
Contextualisation- Push the right content at the right time: proactive
news, analytics, fundamental dataTime to market - With our robust product in place, firms can focus on branding and messaging instead of spending months or years building an investment solution while newer players take the lead.
Respects privacy by operating an undisclosed end-customer model
Creates a back-bone for building an ecosystem of providers beyond Velexa