OUR SOLUTIONS

Robo-advisor
as a Service

Innovate and enrich your service offering with our turnkey investment solutions.

Our technical and regulatory expertise guarantees a smooth and worry-free integration, allowing you to fully focus on your customers.

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UPGRADE YOUR OFFERING WITH A TURNKEY SOLUTION

Offer an innovative, tailor-made experience, entirely in your image. Allow your customers to monitor the performance of their investments in real time and benefit from sound advice to make informed financial decisions.
Strengthen your customers' loyalty and attract new ones.

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Complete your current offer

Start offering your customers intuitive, scalable applications today, giving them access to a securities account from as little as €50.

SUR MESURE

Secure recurring income

Renew your customer approach with Birdee: a unique, 100% digital value proposition to capture a young, dynamic customer base.

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avoid integration costs

Opt for a tracking link, webview integration or an API. Tailored to your needs, our solutions aim to simplify and optimise our future collaboration.

ONBOARDING

Focus on your business

Simplify your operations and ensure impeccable compliance with our team: delegation of operations, rigorous controls, and AML/CFT expertise in reporting.

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ACCESS RESPONSIBLE DISCRETIONARY INVESTMENT

With our selection of ETFs, available from €50, you can position your institution as a leader in sustainable finance.

  • Birdee for Partners offers you a simple, regulated digital pathway. Our platform makes it easy to subscribe and track your assets from anywhere at any time. Make subscribing easy and give your customers the power to track their assets with ease.

  • Optimise your operational management and enhance your customer relationships with Birdee. We take care of asset management and regulatory controls, freeing you to focus on what really matters: your customers. Our platform gives you a direct channel to communicate effectively, in real time.

  • Integration without hassle or extra costs. Our solution ensures a smooth transition to a custodian bank or third-party service, allowing you to focus on what really matters.
INTEGRATION

Explore the different set-ups available for tailor-made integration

 

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"AS A SERVICE" FORMULA
  • You are in charge of customer support with the help of Birdee
  • The investment application respects your graphic charter and is perceived by the customer as an offer in partnership with Birdee
  • The customer sees no interruption between the two applications
  • You can easily retrieve all the customer data you require
API
  • The application is based on API technology
  • Total fluidity and transparency for the customer
  • Full integration into the partner's application/website
WEBVIEW
  • The application is based on APIs technology
  • Your brand image can be used
  • The customer journey (UX/UI) is created by you, with total fluidity and transparency for the customer
  • Full integration into your application

Do you have a project
and would like to discuss it?

Our teams are at your disposal.

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