Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Merlin Investor is a fintech company on a mission to democritize access to investment strategies. We offer a software for strategic investment planning and management to professional and retail investors.

Through our white-label solution, we allow financial institutions to supercharge their trading platforms by going beyond the sole execution of trades. In this way, they can attract and retain customers throughout the entire investment process by offering a full investment experience all in one place.

How they describe their product/innovation: The Merlin Platform is a multi-asset educational, strategizing, and tracking tool aimed to limit potential catastrophic losses and build long-term positive results.

Our technology is complementary to any trading platform and designed for any kind of retail and professional investor. Available for desktop and mobile applications, it allows users to easily retrieve market data and sentiment from different sources, create, analyze and compare an infinite set of tailor-made investment strategies, and easily track portfolio performance.

Product distribution strategy: Direct to Business (B2B), Through financial institutions

Contacts:

Bus. Dev. & Press: Guido Petrelli (Founder & CEO), guido.petrelli@merlininvestor.com