Features

Empower managers and clients with a mobile app for seamless on-the-go access. Managers can respond to client inquiries in real time, while clients stay updated on their portfolio performance with live data, alerts, and personalized insights—anytime, anywhere.

Support for all asset classes including stocks, bonds, forex, and alternative investments

Stay compliant with automated KYC/AML processes and regulatory reporting tools.

Connect with your existing systems and data providers

Maintain privacy without sacrificing functionality.

Tailor the platform to your specific reporting and analysis needs.

Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission

Offer your clients 24/7 access to their portfolios with customizable dashboards and real-time reporting.

Advanced portfolio analytics, risk and performance measurement tools

Showcase client portfolio performance with tailored reports and dashboards. Automate reporting and control access with secure permissions.

Optimize repetitive tasks with automated workflows. Set up rules for alerts, notifications, and restrictions. Customize the platform to fit your practice.

Gain a single source of truth with automated data consolidation across custodians and asset classes. Reduce fees with Direct Market Access.

Automate manual workflows and reduce operational complexity and costs.

Easily track and visualize relationships between accounts, asset values, and profitability for each Ultimate Beneficial Owner.

Generate customized reports with real-time insights across all investments, providing complete portfolio visibility.

Protect your sensitive financial data with security protocols and ensure compliance.

Seamlessly manage diverse investments across multiple jurisdictions, asset classes, and currencies in one unified platform.

Set up custom fee structures and automate calculations for management fees, success fees, and trading commissions.

Easily create automatically send out branded, professional reports tailored to your clients' needs. White-labeled reports. Automated generation. Custom templates.

Efficiently manage multiple client accounts with automated asset segregation and reconciliation.

Execute trades efficiently with our FIX API integration and real-time monitoring system.