Wealth & Ultra-High Net Worth

Digital experiences.

  • Personalized & Connected 360° Digital Experiences (DX) in Wealth
    Younger generations are more accustomed to using technology in all aspects of their lives. A study by Capgemini found that 72% of UHNWIs under the age of 40 use digital channels to manage their wealth, compared to 52% of UHNWIs over the age of 60.

  • Digital Solutions for a Plethora of Tasks
    UHNWIs are using them to research investments, track their portfolio performance, communicate with their wealth managers, and even make trades. A study by EY found that 63% of UHNWIs use digital channels to research investments, 58% use them to track their portfolio performance, and 45% use them to communicate with their wealth managers.

  • Individualized Needs & Tailored DX Expected from Wealth Managers
    UHNWIs want wealth managers who can understand their individual needs and preferences and provide them with tailored digital solutions. A study by PwC found that 69% of UHNWIs are looking for personalized digital experiences from their wealth managers.

  • Collateralization of Assets to secure Loans, Financing
    Digital technologies and Web3 are being used to collateralize assets for UHNWIs. As these technologies continue to develop, we can expect to see even more innovative ways to use them to secure loans and other financial transactions.

Our data apps.

Use data apps to integrate client data, market data, risk data, compliance data rapidly. Connect to existing wealth management legacy systems managing client accounts and investments, as well as customer relationship management to track client interactions and manage customer relationships.

Deploy useable prototype within 4 weeks.

  • Centralized data integration layer.

    Integration from multiple sources: databases, data warehouses, cloud storage, API, and more.

    Copyless integration.

  • Map & transform data from different formats and schemas.

    Mapping and transformation of data between new and old data models seamlessly.

  • Common semantic model and leverage domain ontologies for universal data model.

    Change schema without breaking application code.

    Handle schema modification via data virtualization.

  • Data browser to search data network.

    Expand and collapse data set relationships.

    Ease of data exploration whilst visualizing data governance attributes.

  • Data lineage tracking, data masking, controls, security built in.

    Create enterprise wide smart contracts to deploy in data fabric.

  • Store and structure data for rapid application development and use cases.

    Encode real-world flows and interactions between physical assets.

UHNW Private Equity Platform & Marketplace

  • Art & Heirloom Integration

    Integration of Non-Fungible Tokens (NFTs) for art and heirlooms provides a digital representation of physical assets, enabling seamless tracking, authentication, and fractional ownership.

  • Tailored Estate Planning

    UHNW private equity strategies incorporate estate planning considerations, ensuring a smooth transition of investments and assets to heirs while leveraging NFTs for accurate asset distribution.

  • Improve Loan Collateralization

    The ability to trade NFTs in a marketplace provides a dynamic mechanism for assessing collateral values in real-time. This flexibility can lead to more accurate and up-to-date valuations, benefiting both borrowers and lenders.

  • Improve Tax Planning

    UHNW private equity strategies are designed to optimize tax implications, with considerations for the complexities of private equity investments and the potential gains from NFT assets. With Orbyfy's platform clients can create increased visibility into their overall tax portfolio and exposures.

  • Exclusive Deal Access & Risk Management

    UHNW investors gain access to exclusive private equity opportunities that might not be available to retail investors, enhancing their ability to invest in high-potential ventures.

  • Access to Innovative Marketplace

    The platform allows public and private investors alike the ability to trade private equity instruments in a secure, governed, and highly compliant environment - enabling anyone to hold fractional pieces of traditionally hard to price assets.

Features.

  • Security
    Secure and reliable platform to protect sensitive data.

  • Privacy
    Platform designed to protect privacy and prevent unauthorized access to their data.

  • Personalization
    Platform customized to meet individual needs and preferences.

  • Scalability
    Platform is scalable to meet needs as they grow and change.

  • Digital asset management
    Platform to manage all assets and can also be used to collateralize these assets for loans.

  • Collateralized lending
    Platform connections to borrow money by using their assets as collateral.

  • Art lending
    Platform to borrow money by using their art collections as collateral.

Leverage our prototyping and incubation hub to quickly create dashboards and visualizations.

White paper.

What do you do?

Connect with out team and learn how we are building something different.