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For asset managers
One portfolio management platform for all your custodians.
Everything investment managers need to automate custody, execution, settlement, and reporting - all in one place.
Built for large-scale trades, making it reliable for orders of any size
Real-time access to the markets to help you make informed decisions
Open architecture allows you to consolidate multiple data sources
Consolidated reporting for deeper insights
Preset and custom reports such as month-end, drift, demographic, regulatory, and total book value.
Pre and post trade compliance reporting.
Export to excel for user investigation.
Compliance engine that stops breaches before they happen
Pre and post-trade compliance against account, stock or asset class.
Automatic blocking of accounts in breach with supervisor override facility.
Model portfolios made for bulk trades and real-time routing
Build model portfolios by market weighting or asset class.
Compare account groups to models and make stock adjustments or switches where needed.
Block trading with automatic allocation to client accounts.
Flexible workspace to surface the client and performance data you need
Get an overview of your current holdings, history, transactions, trades, and script movements.
View portfolio metrics such as cash balances, model drift, compliance breach screeners, cash percentage and new cash landing.
For advisors
The advisor platform for today's investor
Bringing advisors closer to their clients. And clients closer to their money.
For fund managers
The high-tech, high touch dealing desk
Leave your execution to the pros and outsource your dealing desk to us.
