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How it works?
Select bank / Custody to integrate
Integrate via automatic exchange of information
or data file import
Make informed investment decisions based on the performance analysis of your investments.
Our data analytics tools provide a comprehensive overview of investments, including comparisons against selected benchmarks over varying periods of time.
Consolidate all client bank accounts by different custodies into single or several portfolios
See actual positions and their performance based on real-time pricing data
View multi-asset class investments and also non-banking assets such as real estate in one portfolio
Calculate Management and Success fee automatically based on inputted agreement data and manage the fee payments through our dedicated module
Integrate via automatic exchange of information
or data file import
Turn your vision into reality with investment capabilities tailored to the way you work.
