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WEALTH
MANAGERS

Grow your business with a digital front-to-back platform, maximising clients wealth and increasing operational efficiency

Brewin Dolphin - Econopolis - Investec - Redmayne Bentley - Azimut - Allianz Bank - Desjardins - JM FINN - Rathbones - Utmost
Brewin Dolphin - Econopolis - Investec - Redmayne Bentley - Azimut - Allianz Bank - Desjardins - JM FINN - Rathbones - Utmost

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 both customer onboarding and full customer lifecycle management, 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 Management & Trading

PORTFOLIO OPTIMISATION

Deliver in a click an optimised, suitable and personalised portfolio, 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 and deliver exceptional discretionary and advisory services to your clients

Portfolio Management & Trading

RISK MANAGEMENT & 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 with a modern solution that simplifies the complexity of securities back-office operations

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

Securities Back-Office

CLEARING & SETTLEMENT

Bring efficiency to the back-office with a flexible solution automating the entire transaction lifecycle for global settlements

Securities Back-Office

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 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 both customer onboarding and full customer lifecycle management, 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 Management & Trading

PORTFOLIO OPTIMIZATION

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 and deliver exceptional discretionary and advisory services to your clients

Portfolio Management & Trading

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

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 with a modern solution that simplifies the complexity of securities back-office operations

Securities Back-Office

CLEARING & SETTLEMENT

Bring efficiency to the back-office with a flexible solution automating the entire transaction lifecycle for global settlements

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

Securities Back-Office