Your brand
Bring your name, colors and identity to the client experience.
Optional / White-label investor platform
Your investors.
Your identity.
Our technology.
A digital investing experience under your own brand, with a native connection to FrankOS.
Talk about your investor platformAn optional addition to your FrankOS setup.
Powered by Frank. Branded by you.Built around your business
Make the experience your own.
Your offering
Shape the experience around the services and investment products you offer.
Your client relationship
Stay connected to your investors through a platform that belongs to your business.
Native FrankOS integration
A direct connection
to your back office.
Investor activity feeds into the records and workflows your teams already use in FrankOS. Orders, account activity and service requests stay connected.
Explore the operational core01Your investorsYour branded digital experience
FrankOSOne connected operational core02Your teamsOperations · Compliance · Finance
A complete investor journey
Simple for clients.
Connected for you.
A clear experience for the everyday needs of your investors.
Onboarding & accounts
Guide clients through account opening and the information required for review.
Markets & trading
Help investors explore available securities and submit order instructions.
Portfolio & activity
Give clients a clear view of holdings, cash and account history.
Service & communication
Keep client requests and conversations connected to your team.
A better foundation
Let’s talk about
your brokerage.
See how FrankOS fits your team,
your processes and your next stage.