Holistic Financial Planning

Kidbrooke's OutRank is a collection of APIs powering seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey supports a 360-degree view, enabling them to make educated choices in managing their short-term savings, retirement planning and mortgages. 

The OutRank API enables you to provide your customers with a holistic view of their financial situation by delivering actionable insights in an engaging and scalable way. Our technology delivers superior digital tools that put consumers in control of their investments, loans and pension savings. All this while improving the cost-efficiency of delivering financial guidance or advice by projecting wealth over time and empowering financial decision-making. 

Case studies

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Whether you are looking to build generic guidance tools to support better point-of-sale decision-making or to develop a state-of-the-art robo-advice framework, OutRank has what it takes to turbo-charge your project! Moreover, it can equip your team of wealth managers with analytics to support optimal decision-making, creating an excellent choice for hybrid wealth strategies. The OutRank API provides:

  • Decision-support for general savings, retirement planning and credit decisions (e.g. mortgages);
  • Customisable risk profiling and asset allocation frameworks;
  • Scenario-based what-if analysis;
  • Proactive nudges with actionable analytics;
  • Evaluation of probability of reaching financial goals;
  • All quantitative aspects of customer documentation.

Relevant products