Exo for Advisors makes award-winning technology readily available to your advisory and wealth management business. Get a low-touch digital experience for your smaller and younger clients in less time, while saving your resources.
White-labelled mobile and desktop apps deliver a beautiful tried and tested experience. All the while Exo takes care of everything from client onboarding, KYC and AML checks through to portfolio management and reporting.
No in-house setup necessary.
No increase in admin.
Total client ownership.
Revenue sharing model.