4min chapter

Capitalmind Podcast cover image

How Smallcase helped create a new generation of investors

Capitalmind Podcast

CHAPTER

How to Build a Platform for Investment Advisors

There has to be a system which provides these different capital market participants to offer their services in silos in a compliant manner but they still talk to each other. From a customer's perspective unless and until all of these things are talking to each other it's not making sense for him right because he's taking advice from the advisor but if he cannot execute the advice what's the use of their advice in the first place? So that is essentially what is a small case ecosystem today, we can bring together everything into a standardized format like an upi. We also have a standard set of apis through which you can talk to everyone right now with publisher platform. Upa is just a standard protocol

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