AIMA - Universal Mobile Investment App for Retail Investors

 

The AIMA (Arbes Investment Mobile Application) is a group application that delivers a "mobile-native" solution for end-client services in the fields of investment services and asset management. Designed to provide a superior user experience, AIMA focuses on a "mobile-first" approach to delivering essential investment information.

 

Flexibility

ARBES AIMA offers extensive configuration options to accommodate the diverse business needs of banks, investment companies, securities dealers, and brokers, as well as the expectations of end clients. The application supports native integration with compatible ARBES products such as ARBES AMS, TA, or TOPAS and can also connect to other core systems via REST API.

 

Scalability

From a basic frontend solution to a comprehensive "Full Mobile Experience," ARBES AIMA allows seamless scalability. Its modular design enables the integration of additional functionalities, such as client onboarding with an investment questionnaire.

 

White-Label Product

The graphical user interface (GUI) is designed for easy and quick customization of color schemes, ensuring seamless alignment with the provider's visual identity.

 

Cost Savings

The solution significantly reduces the costs associated with developing and maintaining a custom application by offering pre-built components for common investment operations.

 

Ready to Deploy

ARBES AIMA is a "ready-to-deploy" solution, enabling rapid implementation with minimal client-side development.

 

 

 

AIMA at a Glance

  • Comprehensive mobile investment services
  • Native iOS and Android versions
  • Digital and contactless onboarding module
  • Dynamic investment questionnaire (MiFID Q module)
  • Investment instrument evaluation based on the client's risk profile (Product Finder module)
  • Easy integration with existing core systems
  • Rapid adaptation to corporate identity
  • Compliance with regulatory requirements
  • Available in two language versions: Czech (CZ) and English (EN)
  • Incorporates local regulatory specifics

 

Onboarding

  • Application activation
  • Client identification
  • Investment questionnaire
  • Contactless signing of contract documents

 

Dashboard and Overviews

  • Portfolio positions
  • Settlement accounts
  • Orders and transactions
  • Regular investments