Portfolio Management

Easily accessible full-featured tools

Our data analytics tools provide a comprehensive overview of investments, including comparisons against selected benchmarks over varying periods of time.


Consolidated Data

Consolidate all client bank accounts by different custodies into single or several portfolios

Real-Time Pricing

See actual positions and their performance based on real-time pricing data

Non-banking assets

View multi-asset class investments and also non-banking assets such as real estate in one portfolio

Fee Management

Calculate Management and Success fee automatically based on inputted agreement data and manage the fee payments through our dedicated module

How it works?

Select bank / Custody to integrate

Integrate via automatic exchange of information
or data file import

Analyze you data by positions

Сhoose time periods, group and filter data

Export result of your analysis

Export data by excel format

Elevate Your Investment Story Today

Turn your vision into reality with investment capabilities tailored to the way you work.

Request a product demonstration to see how all our features work

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