Our technology offers the following features:
'Build your own'
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.
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.
Our systems integrate with your existing technology ecosystem (including CRM and administration software) to deliver a streamlined portfolio management and advice process.