ETFmatic

ETFmatic supplies investing technology and operations to financial institutions. Banks and fintech firms use it to offer investment products under their own brand without building the systems themselves.

The service is described as a white-label, turnkey package that includes the regulatory permissions, the technology and the day-to-day operations.

What ETFmatic offers

• Robo-advisor — a self-branded app for Android, Apple and the web, developed and run by ETFmatic.
• API integration — robo-advisory added inside a partner's existing portal, so customers need no separate onboarding.
• Portfolio management — the core investing service behind each product.
• Order execution and cash management — trading and cash handling for partner clients.
• Custody and accounts — asset custody, settlement, and accounts and tax wrappers.

Who it works with

Banks, fintechs and other institutions that want to widen their investment range and add revenue from existing clients but lack in-house expertise.

Key facts

• Regulation: operates under MiFID II, AML and PSD2 rules
• Banking licences: held through Aion in Belgium, Germany and Poland
• Reach: services in 32 countries