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WEALTH & ASSET MANAGEMENT

MAXIMIZING RETURNS.
STRATEGIC PORTFOLIO MANAGEMENT.

Automate managed investment activities and provide a comprehensive modern advisor and client experience. Our financial instruments and modules help advisors make efficient, accurate and transparent investment decisions.

COVERING ALL FINANCIAL ASPECTS. WEALTH MANAGEMENT SOLUTION.

Made for financials institutions and High-Net-Worth individuals. Our solution focuses on acquisition, retention, profitability and a wide range of financial planning to help advisors deliver better financial advice, maximize efficiency and deepen client engagement.

FINANCIAL PLANNING

Construct portfolios that cover all aspects of your client such as tax and legacy planning, creating value at every stage of life

FLEXIBLE PRICING

Provide differentiated bespoke relationship and promotional pricing alongside portfolio accounting capabilities for greater client value creation

COMMISSION CALCULATION

Create custom commission programs that cater for the different dynamics of your clients and their investments

OMNIBUS TRANSACTIONS

Offer an immersive omnichannel user experience that enables efficient and secure transactions that react quickly to changing market conditions

REPORTING TOOLS

Industry standard performance reporting tools to empower your advisors to be more informed, effective and engaged

INCOME DISTRIBUTION

Our system effectively supports income distribution features to give your client more choices and flexibility

BILLING SERVICES

Offer straight-through billing services that gives your clients visibility and transparency of their investments.

MULTI-CURRENCY & USER

Serve more clients effectively and offer a diverse range of currency options to match their international investment demands

GROWING INVESTMENTS. ASSET MANAGEMENT SOLUTION.

Developed to manage and maximize the investments and assets of your client. With modular and component architecture, we enable our clients to create and offer bespoke in-house products with risk-return analysis, assetallocation capabilities, accounting and portfolio strategy formulations.

PORTFOLIO MANAGEMENT

All in one portal. Get full view of your clients’ assets and uncover valuable insights to deliver and achieve financial goals

ANALYSIS & SIMULATION

Analyse and simulate all aspects of your clients investment process to help meet all their financial goals

FUND ACCOUNTING

Encourage accountability and be in control of the differing funds of your clients.

PERFORMANCE & RISK

Our risk analytics enable you to track performances and adjust risk exposures to meet investment goals and demands of your client

UNIT REGISTRY

Automate administrative tasks from on-boarding, transactions & portfolios to help improve your management capabilities

SALES PORTAL

Built from the ground up, we help digitize information, tools and assets that help boost sales productivity and acquisition

CRM

A full set of client-centric tools for high standards of pro-active client management and engagement

KYC & AML

Integrated with trusted databases to ensure that your client are compliant with regulatory requirements and laws

WANT TO FIND OUT MORE?

Contact us and let our friendly customer experience team assist you. Find out how we can help you and your business.

Contact us