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.

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Adding value for your business

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Lower acquisition costs

Investing apps have a lower cost of acquisition with greater loyalty

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Engagement with millennials

Build direct engagement with millennials early in their financial journey

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Bank aggregation and payments

Data feeds, fast cash transfers and cash reconiliation at scale

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Goals based investing

Invest with passion and purpose by setting goals and tracking progress

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Unit registry

Onboard customers at scale with instant verification and ongoing due diligence

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Fund administration

Automated investment management services so you can spend more time with customers