Advice, portfolios and reporting on one system.
Give advisors a single place to build portfolios, track goals and report back, across every product the client holds.
What advisors work with
The toolset a wealth team needs to move from a client conversation to an executed, documented recommendation.
Model portfolios
Define models by risk profile or mandate and map clients to them, with drift tracked against the model.
Goal planning
Set funding goals with a time horizon and track progress as contributions and markets move.
Rebalancing
Generate rebalance proposals from model drift and send them through to execution once approved.
Consolidated holdings
One view of everything the client holds, regardless of which product or platform it sits in.
Fee and billing
Calculate advisory fees by mandate, generate invoices and keep the working shown.
Client reporting
Periodic statements and performance reports produced on your own template and schedule.
One client record, every product
Advisors lose time reconciling positions across systems. The client record holds all of it in one shape.
Market products
- Listed equity and ETFs
- Mutual funds across schemes and folios
- Bonds and fixed income
Held-away assets
- Manually entered holdings
- Statements imported and mapped
- Included in allocation and reporting
Relationship view
- Family and group-level consolidation
- Mandate, risk profile and review dates
- Full record of advice given and acted on
Runs on its own. Better with the rest.
Deploy this module alongside your existing systems, or connect it to the wider stack and share one client record end to end.
Onboarding
Applications, verification and account activation.
CRM
Leads, conversations and client servicing in one desk.
Trading Platform
Order entry and positions across web, mobile and desktop.
Back Office Solutions
Post-trade processing, reconciliation and reporting.
Managed Services
Infrastructure and support run for you.
Bring us a real client book.
We will show how it maps into models, goals and a reporting pack your clients would recognise.
Talk to our team