Democratising wealth management through technology
Payments Innovation
00:00
Embedded Investments
The founders that I'm speaking to see the clear benefit of working with an external custodian as a partner. Do they really want access to 200 US stocks? Or do they really want to have a diversified portfolio? The core kind of financial principles of kind of time in the market rather than timing the market still apply. And thinking about those things when you're designing your proposition are really important.
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