Helping wealth advisors achieve greater efficiency, productivity and scale.
“We immediately experienced the effect of increased efficiency in our interaction and management of the portfolios. We no longer rely on multiple spreadsheets and are able to dedicate more time to our clients, where we prefer to have our focus!”
Check out the full case study here
Get an all-in-one holistic view of multiple accounts
All accounts and assets (listed and private) across all currencies
Hosted on the cloud and available with mobile accessibility
Helping wealth advisors achieve greater efficiency, productivity and scale. With our integration and market data partners, we're able to provide the same quality of services rendered by four platforms for the price of one.
Automated Data aggregation and consolidation means your team can focus on building client relationships instead of cumbersome reporting.
Total workflow solution covering portfolio management, risk analytics, and stress testing instantly visualised on a single platform.
Fully web-based global reporting tool . Turn analytics and data to actionable insights that work for you and your clients.
Turn analytics and data into actionable insights that work for you and your clients.
Dashboard reports created as PDF with comprehensive view of key metrics.
Data elements are captured for immediate report production with detailed information.
Standard reports created in 2-step process.
Available on iOS/Android and securely hosted on an encrypted server.
Easy accessibility for clients to view all their assets.
Advisors spend just 8% of their time on new business development, yet spend over half of their time on back office tasks.