We offer a full suite of services and capabilities to support your ongoing success. We're here to empower you with the insights you need to make the decisions that are best for you and your personal situation.
Your wealth might be spread across multiple entities, portfolios, asset classes, and currencies. Our platform brings all your wealth into a consolidated picture giving you the power to make informed decisions. Bring your stakeholders together around a single 'source of truth’ so that you can see your wealth within the context of your unique financial goals.
See your wealth in a way that's meaningful to your circumstances. Our platform can help you simplify your financial world and support your ongoing success, saving you the time so you can spend it on what's most important.
Streamline and automate the collection, consolidation, and analysis of data. Our platform centralises your finances in an easy-to-use platform, and streamlines processes and reporting. Automated aggregation and reconciliation of data takes the complexity out of investing, giving you more time to focus on the things that matter to you.
Gain a greater understanding of your wealth.
See a high-level overview or dive into the detail of your financial information to gather the insights you need to make decisions specific to your circumstances. Our platform delivers comprehensive reporting and research to ensure you are equipped with the data you need to make decisions that advance your goals.
Stay in charge of your data, delegating access only to those who need it. Viewing your data in one centralised platform allows for effective stakeholder collaboration with up-to-date insights, while keeping everything secure and private.
With a best-practice security program in place, you can be assured that your data is always secure, accurate and available.
Our platform is built for integration to ensure a seamless experience that accommodates your existing relationships. We can work with your existing bank, broker, or custodian, or we can provide those services for you. Whatever you choose, our platform is ready for you to use, with all your historical data on hand.
Our platform is built for compliance, reliability, performance, security, and scalability.
We use industry best standards to ensure your data is always safe and secure. It is available when you need it and you remain in charge of who can access it.
Our technology is owned by us, which means our system can quickly be adapted to match market trends. Where it adds value, we partner with third parties to support our key business processes.
If you're interested to learn more, we'd be happy to talk to you about our platform and how it can work for your needs.
