WEALTH ADVISERS
A seamless investment experience for you and your clients
Get the information you need when you need it, and gain time to spend on building trusted client relationships.
Tailored solutions
Create a client experience that works for you and your clients with our customisable platform. We give you the power and time to track and manage your clients' investments and remain responsive to their needs.
Outsource the tasks that take away your time, such as custody, model portfolio rebalancing, and custom reporting. Built for scalability, our platform will ensure that, no matter the size of your business, you are empowered with the information you need to stay responsive to your clients' needs.
SERVICES
Built for you
Automated operational processes and full integration between front, middle, and back office services ensure a streamlined experience for you and your clients.
Brand it your way
Your customer, your experience. Engage with your clients online, using your branding. Your clients will have secure online access to your branded portal or, use our APIs to create your own platform that draws upon data from our platform as well as yours.
Effective client communications
Communicating data in an insightful way is the key to creating trusted and engaging relationships with your clients.
Get what you need with custom reports on any type of asset class or portfolio. We provide a wide range of reporting options, everything from portfolio performance and holdings, financial statements, tax reporting, and investor communications.
Secure access anytime
Our platform gives you 24/7 access to the most up-to-date information.
Data security and privacy is vital to your business and ours. We employ industry best practices to ensure that your clients’ data is stored securely on a high availability cloud-based infrastructure.
Portfolio management tools
Built on double-entry accountancy principles, our platform generates accurate and reliable data. The ability to apply model portfolios makes rebalancing quick and easy giving you the tools to track benchmarks with a greater degree of accuracy. Further, once rebalance trades are created, they can be placed directly in the market using our order management tool.
PLATFORM
Seamless, automated and secure
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 adapt to match market trends. Where it adds value, we partner with third parties to support our key business processes such as AML compliance and disaster recovery.
If you're interested to learn more, we'd be happy to talk to you about our backup and data retention, mirrored production data centres, redundant infrastructure, and real-time capacity and resource monitoring.
