A complete wealth management solution to serve retail clients at lower costs
Automate client onboarding, portfolio management, and compliance monitoring while providing a branded experience for your clients
What's in the box
A one-stop shop for wealth managers, fund managers, and family offices
Give clients secure access to their portfolios through your own branded mobile app and web portal
Compound's white-label solution includes both a mobile app and web portal where clients can view their portfolios, access documents, and stay connected with your team.
- Real-time portfolio performance tracking
- iDeal and SEPA payments
- Custom branding and white-label options
Onboard new clients in minutes with a seamless digital process that ensures full compliance
From ID verification to risk profiling, Compound's automated onboarding workflow handles the entire process while maintaining AML and MiFID II compliance at every step.
- Automated ID verification and KYC checks
- Risk profiling and suitability assessment
- Digital signature and document collection
Manage client information and stay compliant with automated monitoring
Keep detailed records of all client communications while Compound continuously monitors for regulatory changes, PEP status, and sanctions lists to ensure ongoing compliance.
- Automated PEP and sanctions screening
- Complete audit trail of interactions
- Real-time compliance alerts
Portfolio Management
Create and manage model portfolios while optimizing for tax implications and trading costs.
Rebalancing
Set thresholds and let Compound automatically maintain target allocations across all portfolios.
Custodial Reconciliation
Automatically sync and track all portfolio data, cash flows, and position changes with your custodian.
Compliance Monitoring
Automate regulatory compliance with continuous monitoring of risk profiles and comprehensive audit trails.
Flexible Hosting Options
Choose between self-hosted or cloud deployment while maintaining security and compliance standards.
Open API
Integrate Compound with your existing systems through our REST API to build custom solutions.
Pricing
Designed to grow with your business
$1,500
Monthly Subscription Fee$250
Model Portfolio per month$5
Client per month