The Fundamental Features to Enhance the Governance & Oversight of Your Wealth Management Business

Portfolio Management

Manage your customers' complete portfolio across all asset classes in one platform, providing you transparency and aiding your decision-making process. Review your positions and cash in real-time, alongside tracking all ongoing orders and settlements.

Analytics & Insights

Extensive data analytics, including performance, risk and exposure, combined with insightful dashboards provide both a holistic and detailed view of your portfolio data. Drill down to individual portfolios and strategies or aggregate multiple levels of your business lines into one complete view to facilitate reporting.

Reporting

An array of out-of-the-box reports provide customers with a detailed insight into their entire portfolio. The flexibility to distribute via email or upload directly to the digital client portal mitigates the risk of stale data.

Compliance

Flexible pre and post-trade compliance checks, applicable across various stages of the customer journey, provide effective monitoring of portfolios. This allows you to stay in control of mandates with ease and effectively keep track of and resolve breaches.

Customer Management

Manage the full customer life cycle seamlessly in one solution, from digital client onboarding, relationship and investment management to a digital client portal. One solution provides you with a single source of truth across your entire business.

Trade Order Management

Effectively manage the entire life cycle of a trade from pre-trade analytics, order raising, compliance and connectivity to execution venues, to settlements and reconciliations.