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Description
Our innovative technology leverages the principles of Modern Portfolio Theory, established by economist Harry Markowitz, to effectively manage risk while optimizing your returns through a strategy of diversification. Recognizing that each individual has a unique financial profile, we assist you in allocating your investments into a tailored portfolio of mutual funds that align with your age, income, and risk tolerance. This process is automated, ensuring that our technology continually monitors and adjusts your portfolio to uphold your optimal asset allocation. The account setup is entirely digital and can be finalized in just a few minutes, eliminating the need for cumbersome forms, financial advisors, or complex spreadsheets – making it a truly hassle-free experience. Furthermore, it's important to note that Seeds does not hold your funds; instead, your investments are directly transferred to a bank custodian and managed by a company licensed by OJK, with disbursements strictly allowed only to accounts registered in your name. This structure not only enhances security but also ensures that your investments are handled with the utmost professionalism and care.
Description
Financial institutions are encountering an unparalleled level of competition from various sources such as neobanks, investment applications, and large established banks. This competitive landscape relies heavily on the quality of digital experiences and the variety of services provided. As a result, the urgency to implement technology-driven innovations quickly and efficiently has reached new heights.
Unifimoney empowers financial institutions to transform into a comprehensive money superapp by providing an extensive suite of self-directed investment services that can be seamlessly integrated into the existing digital frameworks of banks and credit unions. This approach not only enhances customer engagement but also positions financial institutions to thrive amidst evolving market challenges.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bibit.id
Founded
2019
Country
Indonesia
Website
bibit.id/
Vendor Details
Company Name
Unifimoney
Founded
2019
Country
United States
Website
www.unifimoney.com