See how professional reporting and easy dashboard creation, driven with aggregated portfolio data, lets you create a personalized investor experience.
One of the most powerful features of the platform, our library of 100s of pre-built financial dashboard and reporting widgets lets you quickly build intuitive, multi-tabbed dashboards that show your team — and your investors — portfolio updates, market trends, allocation details, transactions, and much more. Schedule a demo to see this extensive resource in more detail.
Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
Start with our pre-built KYC approach or create a fully-customized form-driven experience to capture the detail you need from new investor clients. Then seamlessly integrate the results into your investment strategy.
Reach the next level with our world-class solution offering the best cost-benefit ratio. Leverage automation to create value quickly with built in functionality including commercial management, digital onboarding, automated rebalancing, order management, compliance rules, corporate event calculations, fees calculations, and much more.