What Do Our Clients Say?
As COVID-19 changed all traditional ways to run business, the company had to reorganise its everyday operations completely. All daily activities suddenly needed to run remotely without a single physical location and all functions needed to run, with daily checks to client and FSA reporting.
MORE FEATURES:
Through advanced APIs & open architecture, streamline all business integrations.
Manage your customers' complete portfolio across all asset classes in one platform.
Utilise a wide variety of standard templates for internal and external reporting or build your own.
Maintain the highest level of industry security standards with a robust, reliable and scalable solution.
Time & money-weighted transaction-based performance, attribution, ESG, risk statistics and more.
Bridge the gap between your investment book of records and financial administration.
Centralised position keeping. A single source of truth kept up-to-date in real-time.
Simplify the management of complex portfolio / customer-level fees.
Request a product demonstration to see how all our features work. →
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