Understand the different jurisdictions you want to operate in, and how those jurisdictions are regulated. See how WealthKernel can help your team get your app up and running in your selected market in a matter of months. Access vertically integrated investing infrastructure and regulatory support in one.
Appointed Representation essentially enables firms that run regulated activities (i.e. investment products) to conduct those activities under the umbrella of a directly authorised company.
As an AR, you must understand and comply with, and if you want to conduct any regulated activities outside this scope, you have to become authorised in your own right.
Vertically integrated investing services, all available over API
Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.
Comprehensive trading built on cutting-edge tech. Trade thousands of fractional securities across markets in multiple currencies.
We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.
Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.
We support BACS, CHAPS, direct debits, open banking, instant matching deposits, recurring payments, and standing orders.
Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.
