​Our technology offers the following features:

Flexible framework


​Train our adaptive advice engine’s algorithms to construct investment solutions tailored to your requirements, including:
- Market and risk limits (country, asset allocation and sector)
- Product/investment preferences
- The option to include your own capital market assumptions.  

'Build your own'
application

We work with clients to 'build their own' client facing interface, instead of using off the shelf technology. This can include your own branding, colour scheme, preferred risk profiling process, CRM systems and underlying administration platform.

Dynamic investment strategies, delivering better results

Utilise our adaptive advice engine to create goal based, dynamic investment strategies and construct robust portfolios that increase the likelihood of meeting your client’s objectives.  Alternatively, follow third party models or build your own from scratch – we have the tools to facilitate both.

Enhance your client experience: real time, interactive charts and graphs

Use our range of graphs and projections to help a client understand a recommendation and how it compares to their current portfolio. These include forward looking Stress Tests and Back Tests, as well as projections which can all be manipulated on screen.

Cost effective

​Our applications are designed to increase client engagement, reduce compliance risk and help you work more efficiently, decreasing time spent on back office tasks. Work smarter not harder. 

Seamless integration

Our systems integrate with your existing technology  ecosystem (including CRM and administration software) to deliver a streamlined portfolio management and advice process. 

​Our technology saves you time:

​Features matrix: