Betasmartz

BetaSmartz is a B2B wealth & investment management fintech business with expertise at the center of financial services and technology. We offer expert digital transformation advice and a complete suite of fully customizable white-labeled turnkey SaaS solutions across the front, middle and back offices. Our work with financial institutions centers on future-proofing the client & investment management lifecycles; reducing costs and maximizing efficiency and scale of the business and optimizing the outcomes and experiences of the business’ clients. Today we work with financial institutions throughout Asia, Australia, the UK and Europe.

We offer a modular approach which segments each of our services into individual building blocks across 5 pillars: • Client Acquisition • Objectives & Modelling • Investment Management • Client Management & Engagement • Data Consolidation & Management

As financial services veterans ourselves, our team fully map-out and understand a client’s specific required business outcomes before defining and proposing the right SaaS solution.

Each of our building blocks can be implemented as standalone modules or custom assembled with other blocks to create a bespoke integrated solution. This allows financial institutions to digitally address specific pain points without having to commit to a full enterprise solution.

As well as seamless integration and connectivity with both internal and external 3rd party systems and platforms, a BetaSmartz solution allows for the integration of a financial institution's chosen product set, process, views, and assumptions, creating a hybrid solution that retains and preserves the financial institution’s core DNA and approach.

BetaSmartz is independent of any affiliate financial institution, enabling us to be product and counterparty agnostic.