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.

Trader

Why do single-asset trading, when you can do batch-trading? By grouping multiple trades into a single batch, it not only enhances trading efficiency but also reduces transaction costs.

Key benefits

  • Enhance liquidity management

  • Prevent adverse price movements and errors

  • Minimize time required to calculate and execute

Key features

  • Optimal Trades Estimation
    Minimize difference of theoretical weights with real portfolios
  • Batch Trading Execution
    Launch multiple trades with one click in real time
  • Seamless Integrations
    Effortlessly integrate with trading platforms and market data feeds

Summary video

video

Process diagram

  • Send positions to trader

  • Review trades

  • Launch trades

Product specifications

  • 4 brokers integrated

  • +20,000 assets covered

  • 3 different error checks

Target client

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.