Supercharge your client base with a superior user experience
Assetly’s multi-tenancy architecture empowers accountants, financial advisory firms, stock brokers, and fund managers to deliver a unique user experience to their clients through a highly curated and modularised platform under their own brand.
Our comprehensive technology-led solution enables firms to harness Assetly’s multi-product suite to enhance efficiency, expand capabilities and deliver superior outcomes for their clients.
Your Website
Assetly will create a secure instance of your white-label platform, giving your clients seamless access via your domain
Your Brand
Add your logos, colour scheme in light, dark, contrast modes, and typography to deliver a fully branded experience
Your Data
You own your own client data, which stays private, compliant, and securely hosted within your dedicated instance
Your Success
Assetly equips you with infrastructure and branding for you to scale confidently and serve your clients better
Plug in a range of Assetly product modules to enhance your own platform
Depending on your business and the product modules you select (as well as Assetly’s own AFSL authorisation limitations), Assetly may provide you with a Corporate Authorised Representative agreement.
Seamless client onboarding
Client marketing systems
Client communications suite
AI enabled client services and telephony
Video conferencing technology
SMSF platform applications
Investment platform applications
Private marketplace options
Account Manager
Enjoy 24/7 support, monitoring, and guidance from your dedicated account manager
Advanced Security
Includes SSO, detailed audit logs, and robust custom security controls for compliance
SLA Guarantees
Enjoy enterprise-grade uptime, reliability, and support with a Service Level Agreement
Custom Integrations
We can build tailored integrations to seamlessly fit your internal tools and workflows
Built from the ground up to connect every part of your business
Whitelabel features:
Identity
Complete KYC / KYB, AML and retail / wholesale investor monitoring for streamlined client onboarding
CRM
Powerful multi-tenanted database capabilities and a rich set of client management features
Billing
Setup client level subscriptions, metered billing, and granular level transaction fees to enhance profitability
Communications
Streamlined client comms include multi-channel chatbot, inbox, ticketing, case management and telephony recording
Platform features:
Knowledge Base
Add your own knowledge base and blog posts, to enrich client interaction, and enhance your AI client services
Customer Service
Complete AI driven client services triage, with native tool enablement for both inbound and outbound capabilities
Multiple Products
Select from a range of products and service modules to include, including the creation of a private marketplace
Admin Panel
Control your white-label platform from a single command centre with granular level employee access
Let’s talk about how Assetly can benefit your business
Assetly is still building its technological foundation and product stack, as well as securing the appropriate licenses and authorisations it needs to offer its products to the market.
Get in touch and we will put you on the waitlist for our beta version when we go live.
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