Core+ provides flexibility & enhanced customisation

Customise the Core solution to ensure a perfect fit with your product and brand, including a product-specific application flow with an appropriateness test and automatic scoring.

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Integrate with industry-leading technology and platforms

Why Core+?

Customised to your product offering

Platform integrations 

arrow is integrated with Wealthkernel, a market-leading investment platform.

Live and tested 

The technology has been built, tested, and optimised in a live environment 

Customisation 

Adapt our product features to your specific proposition requirements. Utilise a product-specific application flow including an appropriateness test with automatic scoring.   

What is Core+?

arrow can provide enhanced customisation for those seeking a more tailored experience based on their brand and their products. We will tailor the user experience to your proposition with bespoke appropriateness assessments with automatic scoring.

Onboarding

  • KYC and AML data capture and storage 
  • Automated AML  descision
  • Industry-standard application process
  • Product selection process including documentation 
  • Funding facilitated through Truelayer 
  • Bespoke appropriateness assessments with automatic scoring

Customer Dashboard

  • Performance reporting
  •  Full management of funding and withdrawals 
  • Complete, filterable account and transaction history 
  • Open new wrappers and investments or products 
  • Personal account and data management 
  • Security features 
  • Downloadable documents
  • Support system 

Integration architecture

We integrate with all the third-party services you need to onboard and manage your clients.

Getting started

Looking for a more customised solution than our Core+ product?  

Do you require a bespoke end-to-end solution to satisfy your business requirements, including your own administrative dashboard to bolster customer management? Then below to see if we can help with our arrow bespoke product. 

How to get started

Select one of the options below

Book a demo

A low-cost solution to onboard & retain retail AUM. Build your platform at pace.

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Contact us

Have some questions? Contact us first and we will be happy to help.

Get in touch

If you would like to contact us by email please write to
hello@arrowonline.co.uk

Arrow Tech Limited: 150474,  having its registered office at Elizabeth House, 1st Floor, Castle Street, St Helier, Jersey, JE2 3BT

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