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Fund distribution
& wealth platform

A channel investors can use from their first investment, with model portfolios they can test before committing funds.
A person looks at a desktop monitor showing a wealth dashboard with portfolio value, asset allocation, a risk-profile slider, model portfolios and a regular saving plan.
THE CHALLENGE

The relationship goes beyond the first investment

Investors want to understand their holdings, plan regular contributions and see what a different portfolio might mean for them. The first live version went out in five months, then expanded across four Asian markets.

WHAT WE BUILT

From risk profile to regular saving

One place, from profile to statements

Risk profiling, the first investment, dealing, holdings and statements, built on the firm's existing back office.

Model portfolios, tested first

Investors match portfolios to their risk appetite and test them with virtual money before committing funds.

Saving beyond one transaction

Regular saving plans and rule-based investing turn a single transaction into an ongoing relationship.

We used to call them the impossible team because we challenged them a lot, and they always try to make things possible.

Shirley Lee
Head of Digital Products, J.P. Morgan Asset Management
Authentic Digital J.P. Morgan banner with graphs

How new features increased sales conversion

We revamped J.P. Morgan Asset Management's eTrading platform for retail investors. It offers over 300 funds, scheduled transactions, and tools to monitor and manage portfolios, on desktop and mobile. The new version increased sales.

See the full case study

Questions about how we work

  • How do you manage the risk of switching systems?

    The new service is built alongside the existing operation. Parallel testing lets your teams check it against live workflows and resolve differences before switching, reducing the risk of disruption at cutover.

  • Who owns the system?

    You own the work produced for you, including the code and documentation. Ownership transfers in full once the agreed work is paid for.

  • What happens after launch?

    Authentic can continue developing and maintaining the system, or prepare a handover with documentation and training. For J.P. Morgan Asset Management, that included helping its own team take over a platform it still uses today.

Building a direct channel? Let's talk.

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