Wealth management technology

The investment giro, rebuilt for the cloud.

Talero is a modular B2B2C platform for banks, asset managers, pension providers and advisors. Onboarding, KYC, orders, payments and annual statements run on one foundation, built on Microsoft Azure.

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Every movement accounted for

Three products, one platform

Start with one product. Add the others when you need them.

  1. 01
    Talero

    Investment Giro

    A cloud-native beleggersgiro for B2B2C propositions.

    Investment managers and IT specialists designed it together, on the latest Microsoft technology. It administers client accounts, orders, units and cash, from the first deposit to the annual statement.

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  2. 02
    Talero

    Customer Portal

    Digital onboarding and beyond.

    A modern app that automates the whole onboarding process: KYC, risk and behavioural profiling, opening an investment account and matching the client with a suitable product. Afterwards, clients see the performance and details of their investments 24/7.

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  3. 03
    Talero

    Employee Portal

    The employee benefits portal of the future.

    It is based on a platform that won the FD PensionPro innovation award. Employees gather their income and expenses in minutes, then plan their retirement and see where their finances are heading.

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Built in modules

Eighteen modules cover the whole chain, from first contact to the tax return.

Every module works on the same client, account and transaction data. You switch on what your proposition needs, and nothing has to be reconciled between systems.

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Clients
  • CRMRelationship management
  • KYCKnow your customer
  • COMDigital communication
  • CLPClient portal
  • ADVIntermediary and advisory portal
Investments
  • ACCInvestment account management
  • PFMPortfolio management and rebalancing
  • ORDBuying and selling funds
  • FNDFund and price management
  • PRDProduct design, Box 1 to Box 3
Money
  • PAYPayments and direct debits
  • MTCMatching incoming payments
  • PSKValue transfer
  • CSTCost management
Control and reporting
  • WFLWorkflow management
  • TAXTax rules for annuities
  • ANSAnnual statements
  • IBTax authority reporting

Experience

30Tier 1 and Tier 2 financial institutions where our team implemented wealth platforms before
B2B2CYou serve the end client. Talero runs the platform underneath, under your brand
Box 1–3Product design for every Dutch tax box, including annuity accrual and payout
We designed Talero the way investment managers think: account by account and transaction by transaction, with nothing left to reconcile at the end of the day.
Our approach

Curious what Talero can do for you?

We would be glad to show you the platform in a demo, tailored to your proposition.

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