Replicate and customise major world indices with our access to global stock markets
Customise portfolios for your customers
With our models service, you can adjust weighting and customise the models to align with your customer’s sector preferences, risk appetite, investment goals and more.
Reduced concentration risk
Direct indexing spreads the portfolio’s exposure across different sectors within an index and reduces portfolio concentration risk in a tax-efficient manner.
Greater tax efficiency for investors
Direct indexing investments can be more tax efficient than ETFs and mutual funds as investors can control when they realise gains and losses.
Why choose us?
With WealthKernel’s portfolio management system, you can manage the portfolios of your users, create and review your models, and rebalance them with ease.
WealthKernel is an FCA-regulated custodian that ensures the safety of client assets and money.
With our institutional-grade investing infrastructure, your users can access the most popular global securities for as little as £1.
We offer multicurrency trading, enabling your users to buy, hold and sell in GBP, EUR and USD.
.svg){kind=small}
