Product overview
A plain-English look at what an end-to-end branded investment experience can bring together, what your organisation keeps control of, and the decisions that define the scope.
ExploreResource library
Choose the guide for your next decision.
Start with the product overview: it sets out what is included in the digital experience carrying your brand and what stays in your hands. From there, pick the guide that matches the commercial, launch, investor-money, operating or technology decision you need to make.
Stage one
Understand your offering
Start with commercial fit. See how the complete solution can sit under your brand, then decide whether you are building a new offering or assessing an existing fund.
Fund manager guide
The commercial choices for a new offering, or the assessment needed before an existing fund can come onto the platform.
ExploreStage two
Plan delivery
Use the launch-planning guide to see whether an agreed standard web configuration suits your needs. Then use the capability matrix to prepare for the operating discussion.
30-day launch planning
What needs to be in place to launch in as little as 30 days using an agreed standard web scope. Timing depends on the required inputs, product-specific approvals, readiness and acceptance testing.
ExplorePlatform capability matrix
A practical guide to who does what across the commercial proposition, approved product, investor experience, connected account operations and lifecycle administration.
ExploreStage three
Set up the operating model
Use these guides to work through decisions on the product, providers, money, compliance and technology, so the agreed operating model is clear.
Investor money architecture
How provider-led account and payment workflows separate available cash from investment holdings and investment liquidity.
ExploreCompliance and operating model
The financial-product, legal and compliance framework, plus the onboarding and governance workflows to consider when agreeing an operating model.
ExploreTechnology and security
How the connected branded experience, records, provider services and release requirements are agreed for a particular deployment.
ExploreDocumented case study
See the complete experience in the MyBrix case study.
See a genuine branded investor experience alongside the documented MyBrix product arrangements. The rights, roles, records and provider context shown apply to MyBrix only.
Shown here is the genuine MyBrix investor experience. Its product arrangements are specific to MyBrix.
Explore the MyBrix case study
A property-focused reference that covers contractual economic rights, documented product roles, provider-led cash arrangements and controlled digital records.
ExploreReady to work out the next step?
Talk through your branded investment platform, product arrangements and the service scope we need to agree.