CoreFinTech

Service

Online wealth & investment management

CoreFinTech provides a digital asset management (WealthTech) platform so investors and businesses can manage a portfolio, follow movements in asset value and make financial decisions on real-time data. The system combines artificial intelligence with automated advice (Robo-Advisor) to improve investment performance, reduce risk and build long-term return.

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What the service covers

Building the Investor Profile

The system assesses risk appetite, financial goals, investment horizon and source of capital for each individual or company, then proposes a strategy that fits.

Intelligent portfolio allocation

AI algorithms distribute capital across deposits, equities, bonds, investment funds and alternative assets — optimising return for the chosen level of risk.

Automated investment advice (Robo-Advisor)

The CoreFinTech Robo-Advisor proposes an investment plan and rebalances the portfolio automatically when markets move, saving time and taking emotion out of the decision.

Real-time performance tracking

The platform shows detailed reports on return, changes in asset value and benchmark comparisons, so the investor can see how each holding is doing.

Integration with banks and investment funds

Through Open API, clients can deposit and withdraw, buy fund certificates or reinvest directly, without leaving the platform — convenient and secure.

Security, transparency and investment compliance

All trading, custody and authentication runs through licensed financial institutions; CoreFinTech advises only and never receives money or invests on your behalf.

Legal note The CoreFinTech WealthTech service operates within the FinTech sandbox and complies with the Law on Securities, the Law on Investment and State Bank regulations. CoreFinTech is not a fund management company; it provides a platform for advice and digital investment connection between clients and licensed financial institutions.

Documents to prepare

To set up portfolio tracking, we need to know what assets the business or investor currently holds.

Individual client

  • Citizen identity card or passport
  • Bank account statements
  • Employment contract or other proof of income
  • Documents on marital status

Company

  • Business registration certificate
  • Financial statements for the most recent periods
  • Tax returns already filed
  • Bank account statements
  • Contracts and invoices, both issued and received

Portfolio information

  • Asset classes and investments currently held
  • Existing data sources available for synchronisation
  • Investment objectives and tolerance for risk
  • Reporting requirements and how often you want to review
Free initial review of your file You can send what you have even if the paperwork is incomplete. CoreFinTech looks at it, points out what is missing and how to fill the gaps before approaching a lender.

How we work through it

Four clear steps, so the business always knows where it stands and what comes next.

01

Review of current operations

CoreFinTech looks at your processes, the systems in use and transaction volumes to define the scope of work. This step is free.

02

Proposal and scope

We agree the delivery model, the data to be connected, the compliance requirements and how results will be measured once live.

03

Integration and pilot

Technical connection, a pilot on real data at small scale, and adjustment before rolling out.

04

Live operation and support

Handover, training for your team, and support during operation with regular tracking reports.

Frequently asked questions

What clients ask most often about this service.

Does CoreFinTech advise on which assets to buy or sell?

No. The platform provides tools for tracking, consolidating and reporting a portfolio. The investment decision belongs to the owner of the assets.

Is portfolio data updated automatically?

That depends on whether the data source allows a connection. The scope of automatic synchronisation is settled during the review and set out plainly in the proposal.

How is the cost of the service worked out?

The initial review and assessment of the file is free of charge. Service fees are agreed file by file and confirmed in writing before any work begins; nothing arises outside that agreement.

What is the information I provide used for?

Your information is used only for appraisal and for connecting you with funding, in line with the Privacy policy of CoreFinTech.

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Ready to start your application?

Submit your information once on the CRM so CoreFinTech can receive, standardise and route your file.

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