Whether you are a boutique financial planning organisation, a large corporate based financial service provider or a one man band, our platform is suitable for you.
We have all the functionality that you would expect from a top-of-the-line custodial wrap platform.
- Client onboarding tools
- Integrated CRM
- Client portfolio management tools
- Model portfolios and rebalancing
- Compliance management tools
- Comprehensive portfolio reporting suite
- Comprehensive tax pack
- Bulk reporting
- DIMS compliant solutions
- Bulk trading and bulk rebalancing
- Online investor portal including self-service tools
- Custodial and investment operations services
- All markets and currencies in a wide variety of asset types
With so many features to make management of your clients’ investments easier, talk to us about how our platform can help you.