compoundexpress platform
It is a software platform for financial intermediaries with a range of products, mutual funds being the predominant focus. The spirit of "compounding" is reflected in all parts of the platform that enables financial intermediaries (and their clients) to identify the right opportunities and grow their wealth.
Core Features
Streamline wealth management with seamless client onboarding, swift transactions, comprehensive reporting and CRM for enhanced client engagement.
Growth Enablers
Accelerate growth with the powerful Campaign Management feature to generate and nurture leads and interactive Calculators for smarter financial planning, Analytics for data-driven decision-making, a secure Client Portal for seamless portfolio access and an AI Chatbot to provide instant support.
Enterprise Services
Our tailored digital products leverage advanced AI-driven conversations and embedded sales tools, designed specifically for banks, asset managers, and wealth enterprises.
Effortless Transactions, Anywhere
Empower agents and RM's with quick, customizable transaction links and embed sales directly into websites, content hubs, and distributor platforms—ensuring seamless one-click checkouts at every touchpoint.
Campaigns
Create millions of personalized transaction links in bulk, customized for each one of your investors and sendable on email, SMS and WhatsApp. Embedded checkout for everyone
Embed your transaction journeys and KYC inside WhatsApp and customize the screens as you’d like. Investors can transact and manage their investments without ever leaving WhatsApp. Any journey can be created: KYC, transactions, non-financial transactions, feedback collection etc.
Landing pages
Create landing pages and other sales material without writing a single line of code and embed transactions within. No engineering team required.
Reporting & visualization
Generate endlessly customizable reports from within the dashboard without writing any APIs.
Conversational AI
Help your investor discover your products and transact via chat – stand-alone, on your website or on WhatsApp, in their own language.Full customization available for fitting it to your needs.