DIY
DIY marketplace for self-directed clients
The platform adds a self-serve PMS & AIF section where clients can discover, compare, and onboard into products entirely on their own — no advisor required for every transaction.
Wealth Management Platforms
PMS, AIF, and FD — without building a wealth-management stack.
Add a full multi-provider wealth shelf to your platform, self-serve or advisor-led.
Multi-provider shelf, one API
Self-serve or advisor-led
FD included, not a separate build
Examples
How Wealth Management Platforms uses 1SB
Assisted
Assisted flow for advisors and RMs
For higher-touch clients, advisors use a guided, digital comparison-and-onboarding screen across AMCs and AIF providers, instead of manual paperwork per provider.
DIY
Fixed Deposit as a complementary product
The same platform adds multi-issuer FD discovery and booking alongside PMS & AIF, rounding out the savings and investment shelf without a separate integration project.
Why it matters
Most wealth platforms already have the client relationship and the advisory expertise — what they don't have is the connectivity to dozens of AMCs and AIF providers, or the infrastructure to offer a real self-serve journey on top of it. 1SB supplies that layer, so a platform can offer the full breadth of a multi-provider wealth shelf without building or maintaining the provider connections itself.
How it works
Step 1
Connect once to 1SB's API
Step 2
Offer a DIY marketplace for self-directed clients, and/or an Assisted flow for advisors
Step 3
Add Fixed Deposit to the same shelf whenever it's useful, on the same integration
Talk to us about wealth management platforms.
One integration. Live in weeks, not quarters.