Velexa

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 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 data
• Time 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