Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Merlin Investor is a fintech company offering an educational platform supporting retail investors with market study, investment planning, and portfolio tracking.

Our scalable and customizable white-label solution allows 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 cycle 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 for investments management, aimed to limit potential catastrophic losses and to build long term positive results.

Our technology is complementary to any trading platform and designed for any kind of retail 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 investment strategies, and easily track portfolio performance.

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

Contacts:

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