Investing is too important to be ignored, misunderstood or done badly. Exo leverages the latest technology to automate and personalise wealth management, making it accessible to everyone, both through our technology and our own investment platform.
We partner with wealth managers, adviser networks, banks and other institutional clients to digitalise all back-office functions and the client experience. Our technology is modular, API-based and fully customisable creating a simple way to integrate with existing infrastructures. We’re able to accommodate models ranging from white labelling to co-branded partnerships.
In May 2018 we launched our own investment platform, the first of its kind as a fully AI-powered wealth manager. Every client’s portfolio is completely unique, built around their goals, and managed daily for a fixed, low-cost fee. With Exo, clients can choose how much control they want over their portfolio, deciding between a customised, themed or fully automated approach. Before even reaching a year old, Exo Investing was named Best Digital Wealth Manager and Most Innovative Product of the Year at the 2018 AltFi Awards.