Stay Connected Anywhere
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.
Frequently asked questions (FAQ)
Does the platform comply with security and regulatory requirements?
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Is the system scalable?
What are the platform’s technical specifications and reliability metrics?
How does integration with external systems work?
Is the platform a trading marketplace, and how are orders created, sent (API, manual, etc.), and executed? What order types (market, limit, etc.) are supported, and are there any restrictions?
