INVESTMENT PLATFORMS

Benefit from a full set of digital powerful front-office capabilities to streamline platform’s tenant’s operations, improving efficiency

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

Portfolio Mgmt & 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 Mgmt & 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

ORDER MANAGEMENT

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

Portfolio Mgmt & Advisory

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

HYBRID ADVISORY

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

Portfolio Mgmt & Advisory

PORTFOLIO OPTIMISATION

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

Performance, Risk & Compliance

RISK MGMT & ALGORITMI

Supporta i tuoi processi attraverso una gestione efficace del rischio e algoritmi largamente utilizzati sul mercato

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 Mgmt & 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 Mgmt & 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