Your clients.
Your brand.
Our infrastructure.
A white-label investor platform for asset managers who want to own the client relationship — without building everything themselves.
Asset managers want to get closer to their investors
But doing so requires digital onboarding, KYC/AML, account management and ongoing reporting — and it is heavy to build and maintain on your own. Regulatory demands are increasing. The market is changing. Your time should go into managing capital, not administration.
We have solved it for you.
From account opening to trading — entirely under your brand
Onboarding
The end investor opens an account directly via your website using BankID. KYC is automated and handled by ISEC.
Trading
The investor buys and sells your funds — all in your design, under your brand. ISEC is never visible.
Administration
ISEC handles accounts, payments, reporting and regulatory compliance. You have one counterpart.
One counterpart
Your end investors see only you. No added complexity on your balance sheet.
Infrastructure that strengthens your business
The only ManCo in Sweden with ISK approval
The right regulatory structure from day one. No need to build or acquire it separately.
We don’t compete for your client relationship
No distribution interests of our own. Our job is to strengthen your business.
Builds on the relationship you already have
If you are already an ISEC client, no new counterpart is added. You get more of the same — through the same channels.
Flexible implementation
The solution is adapted to you, not the other way around. Faster time-to-market than standard platforms.
Ready from day one
Frequently asked questions
End investors sign up directly on your website. They identify themselves digitally using BankID, and personal details are pre-filled automatically via their national ID number. A bank account is verified via Bankgirot. For private individuals with standard risk profiles, the entire process takes just a few minutes — from registration to being ready to trade. Corporate clients require a manual review of company documents and are typically activated within 1–3 business days.
ISEC takes full responsibility for the entire KYC/AML chain — risk modelling, customer identification, risk classification, screening, suitability assessment, ongoing monitoring and transaction surveillance. Your organisation has no administrative burden in this area. Our model is built on a risk-based methodology aligned with current regulation and applied consistently across all clients.
Yes. International investors can be onboarded provided they can be identified in accordance with applicable regulation. US Persons are currently not accepted. ISEC handles CRS reporting and performs checks for FATCA reporting. Country risk classifications are updated continuously, and enhanced due diligence (EDD) may apply in certain cases.
At launch, Investor Services supports ISK (Swedish investment savings account) and AF/FK depot accounts, for both private individuals and corporate clients. Additional account types, such as endowment insurance (kapitalförsäkring), can be explored if demand exists.
Pricing is based on assets under management (AUM). The fee structure is designed to scale with your business — meaning costs grow in proportion to the value the platform delivers. We tailor the commercial terms to each client. Book a 30-minute call and we will walk you through what the model would look like for your specific situation.
Investor Services is designed for faster time-to-market than building or integrating a comparable solution independently. The platform is ready, the regulatory framework is in place, and implementation is adapted to your setup rather than the other way around. Exact timelines depend on your current infrastructure, but we work to get you live as efficiently as possible.
Yes. Transitioning to Investor Services is straightforward in practice. Since ISEC becomes your single counterpart and handles all underlying administration, the switch does not require you to rebuild your client-facing setup. Existing investor relationships and account data can be migrated. We handle the operational complexity so the transition is as smooth as possible for both you and your end investors.
Want to know more?
Book 30 minutes.
We’ll walk through what Investor Services would look like for you specifically.
Book a meeting