Aggregate all your client’s accounts and integrate to your broker, bank or custodian. Having a 360 view of your client’s assets is vital to keep up with the growing demand of a new generation.
Portfolio Management
Welcome to the world of portfolio management, where strategic prowess meets financial prosperity. Manage every step from beginning to end with our wide range of digital products. Your financial future awaits, and we're here to help you shape it.
Key benefits
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Aggregate global accounts in one hub
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Access a financial holistic view of your prospects and clients
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Monitor and analyze portfolios from multiple custodians in one place
Key features
- Multi-Account Linking
Effortlessly unify various accounts for a comprehensive client asset overview - Real-Time Updates
Stay informed with instant financial status updates, ensuring timely and accurate decision-making - Customizable Reports
Tailor reports to meet client needs, presenting information that aligns with their financial goals
Process diagram
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Select a portfolio
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Choose a benchmark
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Access the overview
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Dig deep into risk metrics
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Review backtest
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Analyze your ESG scoring
Product specifications
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+1,000 different financial institutions
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2 years of trade history
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Daily position updates