Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.
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Remove an asset or group of assets from a calculation basis, quickly build new formulas without the need for custom engineering and have more flexibility in setting recurring expenses.
You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors.
read more →A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.
read more →This is our flexible and straightforward portfolio accounting component.
read more →Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.
read more →Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.
read more →Fill out the form below and we will contact you to schedule a demonstration of our Investment Management solution
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