Brokerage firm
Client reporting. Deliver clear, transparent reports that simplify
complex financial data, helping clients understand transactions,
holdings, and profit & loss with ease. Quick Integration.
Solution easily plugs into mobile app or client portal,
enabling rapid time-to-market and reducing implementation and
integration efforts
Private Banks and family offices
External asset management and advisory. Consolidate all client
assets into a cohesive view, reducing time on reporting
and providing a seamless portfolio overview. Comprehensive
client account management. Manage individual and grouped client
accounts in a consolidated view, ensuring organized and
efficient asset handling
In-House Analytics and Market Research
Strategies and investment ideas management. Develop and track
investment strategies and ideas, with tools for sharing virtual
portfolio returns. Easily prepare client-facing materials
to showcase strategy performance and potential returns,
encouraging informed client engagement