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
Engage your clients anytime and anywhere, enabling real-time reporting, trading and remote collaboration across all channels and devices
Advisor & Investor Portal
Implement a fully paperless investment service for customer lifecycle management and onboarding, including client suitability processe & electronic signature
Client Lifecycle Management & Onboarding
Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights
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 Management & Advisory
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
Successfully execute investment decisions thanks to the best of breed portfolio management system along with exceptional discretionary and advisory services
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
Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets
Maximize productivity via straight through workflows and seamless administration processes
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.
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
Implement a fully paperless investment service for customer lifecycle management and onboarding, including client suitability processes & electronic signature
HIGH TOUCH ADVISORY
RISK MGMT & ALGORTHMS
Bring efficiency to the back-office with a flexible solution automating the entire transaction lifecycle for both UK CREST and SWIFT based global settlements
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
Build for the future, perform today!
Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth.
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