Making the financial industry better.
Helping clients in the financial market to become automated, efficient and digitized through modern technology solutions.
Helping clients in the financial market to become automated, efficient and digitized through modern technology solutions.
Integrates easily with your existing services and systems and keeps your data safe in one consolidated place, secure and encrypted.
Flexible data model; All assets and liabilities across all instrument types. Alternative investments, e.g. private equity and real estate are possible to add.
Portfolio reporting tailored for your needs including historical data. Available to download in different formats.
Real-time portfolio overview with valuations and performance measures. Portfolio drill down, to transaction details.
We are passionate about technology and our developers thrive knowing that we are using the best technology available to achieve our goals.
Give your clients access to their total portfolio through modern dashboards and give your advisors the tools they need.
Get a complete overview of your portfolio, allocations and performance across all assets, instruments and geographies.
Aggregate data across multiple sources and provide configurable user interfaces to your organization.
Integrate with all your sources to manage all investments and instruments while gaining operational efficiency.