Product Families

DIGITAL WEALTH EXPERIENCE

Omnichannel and omni-device digital experience platform based on a lean portal with a widget framework to deliver an enjoyable user experience in a seamless and effective way.

WEALTH MANAGEMENT PLATFORM

Front-to-back investment, wealth, and relationship management workflow application to oversee complexity, maximizing investment performance and increasing client satisfaction.

SMART DIGITAL ADVISORY

Enhanced advisory process combining digital and human interaction to deliver tailored or mass customized investment proposals in accordance with customers’ needs and regulatory requirements.

PRIVATE & INSTITUTIONAL ASSET MANAGEMENT

Successfully execution of investment decisions to deliver exceptional services to private and institutional clients with a holistic closed-loop operating models and easy access to accurate and reliable data.

ADVISORS COMPENSATION & COMPLIANCE

Streamlining administration, compensation and compliance of advisory business, managing complex fee structures, commission policies and incentive programs with a centralized and error free billing process.

Integrated Solutions

EXTEND

New generation integrated digital plat­form designed to expand your capabilities and empower your business, improving efficiency and business agility.

WEALTH IN ONE

Fully hosted front-to-back digital wealth management solution with an integrated business and technological architecture to gain efficiency whilst improving client service.

ILLUMAS

Seamless front-to-back integration of a cutting edge portfolio management application with a digital layer and reliable automated securities back office.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close