Greater Capability & Control Manage Everything in a Single Investment Portal
Enabling effective wealth management through technology – from direct execution and custody, to full lifecycle management.
You can now manage everything in a single platform with support for a huge variety of financial instruments including structured products, any asset class and many tax wraps – providing a rich view of portfolios, even those with complex products.
Connected with the Finance World Multiple Custodians & More Than 25 Issuing Banks
Our wealth technology platform is integrated with multiple onshore and offshore custodians and enables direct access to more than 25 of the highest-rated product issuers around the globe – giving you greater access and all the flexibility to do business exactly as you choose.
Information On-Demand Data-Rich Dashboards to Help Inform Decision Making
Access your investment information on-demand with comprehensive reporting, customisable dashboards, multi-level visualisation of risk, real-time valuations, sophisticated analytics… everything you need to stay informed and inform future decision making.