What Do Our Clients say?
Due to the industry environment changing so rapidly, with new regulations issued every year, message-lines wealth managers need to increase the frequency of major changes to their tech platform. By using an agile, cloud-based provider, we can rely on them to keep watch on new industry developments and to reduce the cost it takes to implement the changes. We can just focus on providing good service to our clients.
MORE FEATURES:
Through advanced APIs & open architecture, streamline all business integrations.
Simplify the management of complex portfolio / client-level fees.
Maintain up-to-date portfolios by continuously matching data to your banks and custodians.
Maintain the highest level of industry security standards with a robust, reliable and scalable solution.
Seamlessly rebalance all model portfolio and client specific investment plans automatically.
Manage all corporate action factors within your calculations and management of portfolios.
Pre-integrated client portal systematically aligning your customer communication and experience.
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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