Designed for family offices of all sizes, here to help you manage family wealth with informed decisions.
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
Analyse and assess portfolio performance and get immediate financial insights
Create scenario analyses, assess risk and gain granular insight into investment holdings
Access individual account level data, accounting for different ownership structures
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.