IONIC Wealth brings model portfolio investing natively into its platform with smallcase Gateway
Summary
IONIC Wealth is an omni-channel wealth platform and subsidiary of Angel One, offering PMS, SIF, mutual fund advisory, model portfolios and US stock investing for mass-affluent and HNI customers.
IONIC Wealth, which is a Research Analyst, already offered its own model portfolios (smallcase) to investors through a dedicated microsite. The next step was to bring this experience completely within the IONIC Wealth App.
The Challenge
IONIC Wealth wanted to move from a separately hosted model portfolio experience on the microsite to one that felt native to its own digital ecosystem.
This required infrastructure that could embed the model portfolio investment journey directly within its platform
The Solution: smallcase Gateway
IONIC Wealth integrated smallcase Gateway’s distribution module to offer its flagship Edge Catalyst Model through a native, in-app experience.
Gateway powers the underlying model portfolio infrastructure, allowing users to access the strategy natively within the IONIC Wealth App.
Business Outcome
The integration enabled IONIC Wealth to bring its model portfolio offering closer to its core wealth experience, creating a more integrated journey for its mass-affluent and HNI customers.
It also allowed IONIC Wealth to retain its investment proposition and customer experience while relying on Gateway for the underlying model portfolio infrastructure.
