Powering next-generation wealth management and financial technology platforms with AI and data intelligence.
The wealth management and financial technology sectors are undergoing profound disruption. Rising client expectations for hyper-personalised digital experiences, the democratisation of investing, open banking mandates, and the rapid adoption of AI-driven advisory tools are reshaping the competitive landscape. Legacy platforms are no longer sufficient.
Data Containers brings deep domain knowledge of wealth management workflows from client onboarding and portfolio construction to performance reporting and regulatory compliance combined with cutting-edge AI and data engineering capabilities to help Wealth Tech firms build, modernise, and differentiate.
HOW WE SERVE WEALTH TECH & FINTECH CLIENTS
AI-Powered Advisory Platforms
Build robo-advisory engines, AI-driven model portfolio management, and personalised financial planning tools using ML and GenAI.
Portfolio Analytics & Reporting
Real-time portfolio performance, attribution analysis, risk dashboards, and automated client reporting for RIAs and family offices.
Regulatory Technology (RegTech)
Automated regulatory reporting, transaction monitoring, MiFID II / FATCA / CRS compliance platforms, and audit-ready data infrastructure.
Digital Client Onboarding
End-to-end digital KYC/AML automation, document AI for identity verification, and e-signature-integrated onboarding workflows.
Open Banking & API Banking
PSD2/Open Finance API integration, account aggregation platforms, and financial data infrastructure for embedded finance use cases.
Product Engineering
Wealth platform development, trading and order management system (OMS) integration, and client portal engineering for digital-first firms.
KEY TECHNOLOGY FOCUS
Let’s build your future.