White label FirstStep and launch
Our mission is to create a micro-investment solution that helps people reach their goals faster in a simple and engaging way. This mission is delivered through the FirstStep brand and white label partners.
To pass on low fees to its customers, FirstStep made a bold decision to build its own operating system, one that can seamlessly be integrated with other products.
FirstStepOS is a proven micro-investing platform that helps build and run an entire managed investment scheme (MIS) whose distinct personalised touch gives you a distinct competitive advantage.
Adding value for your business
Lower acquisition costs
Investing apps have a lower cost of acquisition with greater loyalty
Engagement with millennials
Build direct engagement with millennials early in their financial journey
Bank aggregation and payments
Data feeds, fast cash transfers and cash reconiliation at scale
Goals based investing
Invest with passion and purpose by setting goals and tracking progress
Onboard customers at scale with instant verification and ongoing due diligence
Automated investment management services so you can spend more time with customers