White label investing & client onboarding technology.

Take your investment product direct to consumer with this end-to-end tech solution.

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Building for...
Integrate with industry-leading technology and platforms

Why arrow?

Increase distribution potential

Onboard retail investors directly on your website and own your own customers.

Innovation and Security

We keep all technology up to date with the latest security measures.

Outsource, no resource

With arrow, you don’t have the overheads and cost of an in-house tech and design team.

Plug & play

Our technology plugs into your existing website.

Get in touch

Onboard & retain clients through exceptional user experience

Onboard
Manage
Retain

Onboard

A simple, best-in-class, intuitive application process which plugs into your existing website.

  • Appropriateness assessment with automatic scoring
  • Gather KYC data
  • Perform automated AML
  • Online payments through open banking technology
  • White label options

Manage

Give clients the freedom to view and manage their investments, building trust and transparency in your service.

  • View performance
  • Download key documents
  • Check transaction history
  • Top up
  • Withdraw
  • View secure messages

Retain

Manage your applications and clients in an easy to use CRM built specifically for the investment market.

  • User and access management
  • Track and monitor applications
  • View all gathered KYC and AML data
  • View and manage existing clients
  • Call recording
  • Client communication logs

arrow features

Technology with value way beyond the sum of its parts

World-class security
Online payments
Custody and trading
A range of tax wrappers
Portfolio & order management
Automated AML process

Security is at the forefront of everything we do, including client data security, access, and technology infrastructure.

Utilise open banking technology for frictionless client payments.

Seamlessly integrate with WealthKernel; one of the UK’s leading providers of dealing, custody and regulatory solutions.

Allow clients to invest via an GIA, ISA, JISA or SIPP.

Managing your own models? Create, define and rebalance portfolios on an automated basis via WealthKernel management system.

We partner with Onfido to automatically perform AML checks as seamless part of the customer onboarding journey.

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arrow’s best-in-class customer onboarding and management technology suite allows wealth and investment firms to go direct to consumer. Through innovative design, our team of developers have refined these processes over time to enable this solution as a cost efficient white label offering.

Jon White, Founder & CEO

Getting started

We offer three products to suit your requirements

Core

Off-the-shelf technology

A low cost solution to acquire & retain direct to consumer AUM.

  • Customisable to your brand
  • Integrate with your website
  • Go live within 21 days
Find out more

Core +

Tailored to your products

Everything from Core plus addition features

  • Customisable appropriateness assessments
  • Integrate your own investment products
  • Custom KYC data gathering
Find out more

Bespoke

Fully customised platform

A suite of technology tailored to your business needs

  • Fully bespoke for your needs
  • Integrate with any technology
  • Full project management
Find out more

How to get started

Select one of the options below

Book a demo

A low-cost solution to onboard & retain retail AUM. Build your platform at pace.

Book a demo

Contact us

Have some questions? Contact us first and we will be happy to help.

Get in touch

If you would like to contact us by email please write to
hello@arrowonline.co.uk

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Arrow Tech Limited: 150474, having its registered office at Elizabeth House, 1st Floor, Castle Street, St Helier, Jersey, JE2 3BT
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