Who is Methodic?

Methodic is a software company that has developed an investment system that enables financial brands to operate a wide range of investment products for their customers. The investment system facilitates the trading, administration and reporting of listed and unlisted investment products and portfolios.

What is Methodic?

Methodic provides the ready technology for institutions and start-ups to launch their new financial products immediately at a cost point that enables market leadership.

Why Methodic.

Established financial brands are resisting the transformational change in investment behavior as they often do not have the technology, speed of change and low-cost base to meet these new demands of the self-directed micro investor.

Start-ups are often (and rightly so) too focused on product and marketing to invest and re-direct focus on the deep tech required to deliver on these product needs.

The Solution That
Methodic Delivers.

• Ready share trading, FX and EV integrations.

• Product administration and reporting

• Portfolio management

• Business intelligence & analytics