Providing Clients And Their Customers With New Opportunities For Wealth
Relevant Case Studies
Accelerating the Journey to Financial Health With Cutting-Edge Solutions
According to Schwab's 2021 Modern Wealth Survey, only 33% of Americans have a written financial plan. This is where robo advisors and portfolio management apps come in.
Personal financial management can be a complex and time-consuming task. Kunai has been at the forefront of the PFM space, having utilized sophisticated algorithms and artificial intelligence to help clients build and launch many different products. These solutions have helped individuals manage their finances with personal finance management apps, bill payment apps, and investment management apps.
Partner with Kunai and tap into our expansive knowledge and experience to develop and manage a PFM platform that delivers real value to your customers, driving financial wellness and brand loyalty.
List of Offerings
Roundup Saving
Automated Saving
Personalized Portfolio
Automated Portfolios
Money Movement
Risk Management
API Integrations
Educational Resources
Our Platform Partners
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