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ADVISORS

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Plug and Play robo package

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.

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Wealth Management reimagined

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.

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More business with less work

No in-house setup necessary.
No increase in admin.
Total client ownership.
Revenue sharing model.