Create decision-enabling dashboards that tell exactly the story your client needs, driven from our vast library of pre-built display widgets.
Integrated white label support lets you represent your brand in all client interactions, offline and on.
Access our dashboard vault to enable public and private client information management in a single secured place.
Users can quickly build new reports layouts without the need for custom engineering.
Choose from numerous data options and graphs when composing dashboards: allocations, absolute and comparative performance, risk measures, trades, holdings, gains & losses.
Our built-in mail shooter lets you send or schedule report mailings to a group of clients.
Unlimited hierarchical portfolio views for household structures.
Integrated webchat lets you instantly communicate with investors.
Transform your dashboard into exportable data in PDF or XLS formats, maintaining the same displayed layout.
Portfolio positions available to investors anytime and anywhere.
Several information models available to meet the best market practices.
We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.
Pablo Garcia Drake
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Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration
