INVESTMENT
MANAGERS

Enhance your investment strategy with a digital front-to-back platform which empowers human expertise, maximing clients wealth and increasing operational efficiency

Friends Provident Interantional - Newton Invetment Management - MUFG

Improve collaboration with your clients, speed-up interaction and enable easy service access

DIGITAL COLLABORATION

Engage your clients anytime and anywhere, enabling real-time reporting and remote collaboration across all channels and devices

Advisor & Investor Portal

CLIENT ONBOARDING

Implement a fully paperless investment service for customer lifecycle management and onboarding, including client suitability processes & electronic signature

Client Lifecycle Management & Onboarding

ADVISOR DASHBOARD

Deliver an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

Advisor & Investor Portal

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

HIGH TOUCH ADVISORY

Digitally integrating wealth planning with high-calibre investment management capabilities for growth, retirement, wealth protection and inheritance

Digital Investment Advisory

PORTFOLIO OPTIMISATION

Deliver in a click an optimised, suitable and personalised portoflio, appropriate for any customer needs

Performance, Risk & Compliance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

PORTFOLIO MANAGEMENT

Successfully execute investment decisions thanks to the best of breed portfolio management system along with exceptional discretionary and advisory services

Portfolio Management & Trading

RISK MGMT & ALGORITHMS

Business and operational support to enable real time what-if risk analysis leveraging on a consistent database and widely used market algorithms

Performance, Risk & Compliance

ORDER MANAGEMENT

Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets

Portfolio Management & Trading

Maximize productivity via straight through workflows and seamless administration processes

SECURITIES BACK-OFFICE

Increase efficiency and enable scalability simplifying the complexity of managing discretionary accounts, managed accounts, SIPPs, personal portfolio bonds, unitised portfolios and others

Securities Back-Office

CAPITAL GAIN TAXATION

Leverage the most accurate calculation and reporting to clients of capital gains and allowable losses. What-if capabilities for Portfolio Managers to optimise CGT returns for investors

Capital Gain Taxation

CLEARING & SETTLEMENT

Bring efficiency to the back-office with a flexible solution automating the entire transaction lifecycle for both UK CREST and SWIFT based global settlements

Clearing & Settlement

LIFE POLICY ADMINISTRATION

Rely on an integrated investment and policy administration solution that meets stakeholder needs, providing scalability for future strategic growth

Life Policy Administration

Maximise Client Engagement

Improve collaboration with your clients, speed-up interaction and enable easy service access

DIGITAL COLLABORATION

Engage your clients anytime and anywhere, enabling real-time reporting and remote collaboration across all channels and devices

Advisor & Investor Portal

ADVISOR DASHBOARD

Deliver an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

Advisor & Investor Portal

CLIENT ONBOARDING

Implement a fully paperless investment service for customer lifecycle management and onboarding, including client suitability processes & electronic signature

Client Lifecycle Management & Onboarding

Empower Advisory

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

HIGH TOUCH ADVISORY

Offri modelli di consulenza ibrida, potenziando il fattore umano con avanzati strumenti digitali, per la gestione online degli investimenti in modalità self-directed o assistita

Portfolio Management & Advisory

PORTFOLIO OPTIMISATION

Deliver in a click an optimised, suitable and personalised portoflio, appropriate for any customer needs

Performance, Risk & Compliance

Deliver Portfolio Performance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

PORTFOLIO MANAGEMENT

Successfully execute investment decisions thanks to the best of breed portfolio management system along with exceptional discretionary and advisory services

Portfolio Management & Advisory

ORDER MANAGEMENT

Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets

Portfolio Management & Advisory

RISK MGMT & ALGORITHMS

Business and operational support to enable real time what-if risk analysis leveraging on a consistent database and widely used market algorithms

Performance, Risk & Compliance

Optimise Operations

Maximize productivity via straight through workflows and seamless administration processes

SECURITIES BACK-OFFICE

Increase efficiency and enable scalability simplifying the complexity of managing discretionary accounts, managed accounts, SIPPs, personal portfolio bonds, unitised portfolios and others

Securities Back-Office

CLEARING & SETTLEMENT

Bring efficiency to the back-office with a flexible solution automating the entire transaction lifecycle for both UK CREST and SWIFT based global settlements

Clearing & Settlement

CAPITAL GAIN TAXATION

Leverage the most accurate calculation and reporting to clients of capital gains and allowable losses. What-if capabilities for Portfolio Managers to optimise CGT returns for investors

Capital Gain Taxation

LIFE POLICY ADMINISTRATION

Rely on an integrated investment and policy administration solution that meets stakeholder needs, providing scalability for future strategic growth

Life Policy Administration