Make saving simple

Portal

The first savings’ portal of its kind

Enable your clients to save effectively with just one click.

Our vision is for people around the globe to fulfil their dreams. That is why we created a platform that gives clients the opportunity to benefit from an end-to-end process for their savings and expenditures. Not only can individuals save for their goals but also find out where they spent too much compared to their benchmark. We believe in: Live fully whilst setting the groundwork for your dreams already today.

Our mission is to promote savings management around the world. Financial institutions can benefit from our products in the following way, giving clients the opportunity to:

  • view a pattern analysis of their cash flow within their peer group;
  • find out how much they need to save to reach their goal;
  • determine the frequency and amount of savings to reach that goal;
  • check their risk attitude via a robo-advisor;
  • find out what portfolio suits them the best;
  • monitor their savings;
  • receive fully-automated rebalancing of their portfolio;
  • learn about financial markets.

All that by just signing up for our platform, which integrates your financial institutions products and services. To find out more, contact us.

Savings’ Portal

Add value to your services and business.

Two steps ahead of the competition!

  • 1. License our platform for your business

    The savings platform, created by Capital Lab, allows you to meet the needs of your clients and to support them in pursuing their dreams, taking into account their personal situation by assessing a variety of factors.

  • 2. Incorporate your financial products into client portfolios

    Our integrated robo-advisory component (risklevel metr) allows your clients to identify their individual risk profile and purchase directly the portfolios you created for them.

  • 3. Give clients the opportunity to save effectively

    The majority of people make investments unfitting to their own level of risk. Help them! Educate them about such mistakes and encourage positive changes to gain their trust, and ultimately broaden your client base.

Savings’ Portal

How does it work?

Explorer the journey that is waiting for your client.

We work to deliver the best solutions for you!

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Select a goal

According to research, people save more effectively if they have a specific goal. Our platform assists your clients to select a goal and determine the target amount they need. Once set, we assist them in a fully-automated way to create a savings plan. We present which parameters should be set to achieve the goal.

Incorporate your products by creating investment portfolios

Tie your clients goals and dreams to your service. Our risk profiler assesses which strategy is appropriate for your client but let your financial products be the underlying to get your clients the returns they deserve. Increase your business’ sales by selling your products in an automated savings’ platform.

Portal
Portal

Monitor progress

Our platform gives clients the opportunity to monitor their savings 24/7. At each point in time, they can see how much they already have saved, how much they are lacking and what their target is. Motivation is the key to success.

Capital Lab

Make dreams

come true

Information

Privacy Policy

Security

Your security is our priority.

Address

Al. Ks. J. Poniatowskiego 1

03-901 Warszawa

Find us here.

Contact

Email:

kontakt@capitallab.pl

Our team of experts responds to your queries.

Remember: Investing in capital markets carries with it its own degree of risk and it does not guarantee the realisation of predetermined investment goals, neither the reward of certain investment results.

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