Pension Planning

Kidbrooke’s OutRank includes is an API which enables pensions providers to build the next generation of pension journeys for Accumulators as well as Decumulators. OutRank helps your customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring that the underlying models will help you to really add values to your customers.

Pre-retirement Guidance

Pre-Retirement Guidance journeys equip our customers with intuitive tools enabling consumers to visualise their retirement goals and encourage more informed financial choices backed by a robust analytical framework.

Robo-advice Toolkit

Robo-advice toolkit enables financial institutions to construct a fully developed robo-advice model using battle-tested, cutting-edge technology. The automation of core Wealth operations is an excellent way to control costs and retain a tight grip on regulatory responsibilities while delivering a truly market-leading service.

Analytics for self-investors

Analytics for self-investors is a collection of tools designed to help the self-investors make more informed, goal-specific investment decisions. Our offering can also assist your clients to better understand investment fundamentals in a controlled, guidance only setting.

Case studies

View all

In this article series, we present a machine learning-based approach to solving a common p

In the third and the final part of our “Portfolio Construction” article series, the findin

The second part of the “Portfolio Construction”-series explores whether introducing parame

OutRank delivers the following elements of composable wealth journeys, with final make-up depending on the preferred business model and regulatory set-up of each of our customers':

  • Customisable risk profiling and asset allocation frameworks, compliant with MIFID II;
  • Scenario-based what-if analysis;
  • Proactive nudges, delivering actionable analytics;
  • Introducing probability to goal evaluation;
  • Provides all quantitative aspects of customer documentation

Relevant products