Wealth App

GS Labs' Integrated Investment Product Solution provides the essential software infrastructure to quickly launch and manage financial services, offering specialized asset classes such as government and corporate bonds, along with structured products.

A cost-effective scalable technology to kickstart your business

Our streamlined setup process and suite of integrated tools simplify risk management for investment firms and financial entities.

GS Labs delivers a fully customizable solution with proprietary platforms to manage all aspects of your business including IPOs and Quotes Management.

Our web-based and mobile solutions feature modular capabilities, including remote client enrollment, product management tools, customizable demo platforms, order submission, reporting, and more.

Client portal with trading capabilities

Flexible and proven web and mobile platforms for browsing products, placing orders, and tracking investment performance

The client portal provides all the essential features for a seamless user experience, with no restrictions, even in the most demanding trading conditions

Real-time dashboard to monitor account performance
Activity Statements
Payments functionality - deposits, withdrawals, internal transfers

Payments functionality - deposits, withdrawals, internal transfers
Secure document upload and storage

Secure document upload and storage
Messaging Center - in-app and push notifications
Order Placement System

Client online self-enrollment

Our fully automated, adjustable process streamlines client profile creation with document upload functionality, ensuring convenience, efficiency, and minimal contact.

The client enrollment module integrates with the CRM database, capturing all client data for further review and verification by CRM operators.

Key Features:

Email notification and verification
Two-factor authentication (2FA) for enhanced security
Upload of user documents for identity verification
Utilization of various types of customizable information input fields
Support for phone number verification with a time-based single use passcode (software tokens)

Customer Relationship Management(CRM)

Customer Relationship Management (CRM)

GS Labs' client management system manages client profiles and compliance, serving as a front-end interface for integrated services that enhance the investment product ecosystem. It ensures client data adheres to EU regulations, distinguishing between individual and corporate clients. A secure database stores client details, news, and documents.

The system also supports fund transfers, including internal account transfers and adjustments for dividends, fees, and commissions.

Asset Classes & Order Management

The product management module allows for the creation and management of product profiles, offering a wide range of product types and customizable characteristics. Products can be displayed in the Product web catalog and Client portal, with status controls. Pricing can be sourced from external providers or entered manually.

Order processing is fully automated, with built-in Back office notifications, though manual order management is also supported. Orders are stored in a dedicated database and displayed in the CRM’s “Orders” section with filtering options. Each order includes detailed information and various statuses to support different handling flows, including operator-initiated orders.

Quotes Management

GS Labs provides you with the flexibility to create your own customized quotations, allowing you to apply your own spreads to suit your revenue targets. We take care of the seamless delivery of aggregated fundamental data at the symbol level, including CUSIP, ISIN, dividends, corporate actions and more. With our advanced software, you can optimize trading workflows, enhance investment strategies, and better plan P&L numbers with confidence.

Website Content

Our website setup and design process is quick and easy, offering professional, user-centered templates with a variety of customization options. It features out-of-the-box API integration with GS Labs' software ecosystem and platforms. With tested, seamless user flows and intuitive navigation, you'll have access to a wide range of additional tools, trading information, and predefined content topics. Our dedicated team of designers and UX experts is available to guide your design choices.

The website serves as a gateway to the restricted-access user portal, available only to clients with active accounts. Detailed product information for each asset class is provided, and content can be managed and restricted based on criteria such as client location.

Request a Demo and expand your business

Share your product needs with us and we will provide you with a solution.