PRIVATE

BANKS

Leverage the most advanced digital wealth platform which empowers human expertise with augmented intelligence to manage and grow your private clients wealth

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, trading 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 processe & electronic signature

Client Lifecycle Management & Onboarding

ADVISOR DASHBOARD

Deliver to your advisors 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

HYGH 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

Maximize productivity via straight through workflows and seamless administration processes

SECURITIES BACK-OFFICE

Increase efficiency and enable scalability with a modern solution that simplifies the complexity of securities back-office operations and UK tax efficient wrappers SIPPS, ISA, JISA, LISA, etc.

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

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, trading and remote collaboration across all channels and devices

Advisor & Investor Portal

ADVISOR DASHBOARD

Deliver to your advisors 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

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 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 & ALGORTHMS

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 with a modern solution that simplifies the complexity of securities back-office operations and UK tax efficient wrappers SIPPS, ISA, JISA, LISA, etc.

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