What Do Our Clients Say?

Our aim is to help our clients manage and preserve their wealth. Therefore it is crucial for us to have a clear understanding of each client’s financial situation and to know the different investment alternatives out there.

We offer our clients as much time as they need, and use the best tools and easy-to-understand consolidated reporting to help them to gain a clear picture of their overall financial situation

Christian Borgström, founding partner at JAM Advisors Ltd.

MORE FEATURES:

Integration & APIs

Through advanced APIs & open architecture, streamline all business integrations.

Security

Maintain the highest level of industry security standards with a robust, reliable and scalable solution.

Trade Order Management

Manage the entire trade life-cycle transparently and compliantly.

Reconciliation

Maintain up-to-date portfolios by continuously matching data to your banks and custodians.

Analytics

Time & money weighted transaction based performance, attribution, ESG, risk statistics and more.

Corporate Actions

Manage all corporate action factors within your calculations and management of portfolios.

Fee Management

Simplify the management of complex portfolio / customer-level fees.

Accounting

Bridge the gap between your investment book of records and financial administration.

Request a product demonstration to see how all our features work. →

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