Wealthtech solutions for brokerages and wealth managers.
We specialize in building white-label wealthtech products and platforms.
Trusted by Philippine brokerages
Surface
Apps your clients open every day
- Robo advisor
- Theme portfolios, onboarding and rebalancing in an app your clients can use without a broker on the phone.
- Corporate website
- We customize, host and manage high converting websites.
Total return since 31 December 2024
+23.55%
- YTD
- +2.79%
- 1M
- −0.43%
- 3M
- +4.86%
PortfolioPSEi
Analytics
Numbers your team reads every morning
- Portfolio analytics
- Returns, allocation and risk for every account, recomputed after each trading day.
- Sales intelligence
- Pipeline, activation and conversion by branch and agent, so you know which accounts to call.
Allocation by sector, all accounts
- Financials28%
- Property19%
- Holding firms17%
- Industrial15%
- Services13%
- Mining and oil8%
- Accounts reviewed
- 1,240
- Average return, YTD
- +6.1%
- Rebalances due
- 38
Data
One source every system draws from
- Market data
- A clean PSE price and disclosure feed shared by your apps, reports and models.
- Document management
- KYC files and contracts stored, tagged and searchable by client.
| Stock | Price | P/E 2025 | P/E 2026 | Div. yield |
|---|---|---|---|---|
| ACAyala Corporation | 490.00 | 6.3x | 5.5x | 0.94% |
| ACENACEN Corporation | 2.67 | 26.7x | 13.4x | 1.87% |
| AEVAboitiz Equity Ventures | 29.30 | 7.0x | 6.7x | 5.26% |
| AGIAlliance Global Group | 8.25 | 3.9x | 3.7x | 1.21% |
| ABSABS-CBN Corporation | 3.75 | — | 12.5x | 14.67% |
| ALCOArthaland Corporation | 0.43 | — | — | 2.79% |
Bedrock
Structure that makes the rest possible
- Backroom integration
- Direct connections to existing system like Winstockss and BOSS.
- AI-ready infrastructure
- Data that is clean, connected and organized today, ready and future proof.