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Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning

Kidbrooke

Financial planning and analytics platform that banks, insurers and pension providers use to build goal-based planning journeys.

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Overview

Kidbrooke sells KidbrookeONE, a platform that financial institutions use to build digital planning experiences for their customers and advisers. Modules cover onboarding that captures client goals, self-service planning across pensions, savings and investments, a customer portal, adviser tools and an AI assistant that answers questions with structured projections from the platform's analytics.

The platform is delivered through a single API with a shared data and analytics layer, so institutions can reuse the same projections across channels. Kidbrooke was built by former investment bank quantitative analysts and targets life insurers, pension providers, banks and brokers in Europe and the United Arab Emirates.

Key Features

  • + Goal capture and onboarding
  • + Self-service financial planning
  • + Scenario projection engine
  • + Planning APIs
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