Get an all-in-one holistic view of all accounts with a single log-in
All accounts and assets (listed and private) across all currencies and geographies
Hosted on the cloud and available with mobile accessibility
Analyse and assess portfolio performance and get immediate financial insights.
Create scenario analysis, assess risk and gain granular insight into all investment assets.
Assess your portfolio for performance, P&L, attribution, create stress test scenarios and determine volatility across your assets.
Available on iOS/android and securely hosted on an encrypted server.
Clean intuitive UI makes it easy for clients to access financial insights and view all their assets with a single portfolio view anytime, anywhere.