Banks
Use Case
Add digital brokerage or robo-advisory capabilities without replacing legacy systems.
About us
Launch self-directed trading and automated advisory experiences in weeks, not years, while maintaining full control over your client relationship and existing infrastructure.
As demonstrated by our partnership with UniCredit in Poland, financial institutions can combine brokerage and robo-advisory services within a single seamless platform, creating a modern investment experience for retail and affluent customers alike.
Slate helps banks modernize their wealth offering through modular APIs and white-label interfaces that integrate easily with existing core banking systems, onboarding flows and compliance processes.
Key benefits
Multi-asset support (stocks, ETFs, funds)
Regulatory compliance
Seamless client onboarding
Portfolio automation
Scalable infrastructure
Related products
Launch and scale self-directed brokerage propositions under your own licence and brand.
Offer personalised, goal-based portfolios through a fully automated investment framework.
Multi-asset accounting, tax reporting, and automated reconciliations designed for scale.
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Be the first to know about new features, platform improvements, and strategic updates from Slate.
We respect your privacy.