Banks
Use Case
Banks
Add digital brokerage or robo-advisory capabilities without replacing legacy systems.
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
Trusted by
“Our partnership with Slate allows us to offer a fully integrated platform that combines self-directed investing with robo-advisory capabilities, aligning with our vision of making investing more accessible, efficient and tailored to individual needs”
Tomasz Wroblewski
UniCredit NV/SA Head of Treasury and Investment Products Poland
Ready to build?
Explore our APIs, documentation, and developer tools to start integrating faster.
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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