Multi Family Offices & Private Wealth Management

your business.

With us you get the efficiency, control, flexibility, and transparency you need to meet your business goals. In a single system you’re able to manage your clients and contacts, consolidate data, mitigate risk and reduce cost, while realizing your growth ambitions. Moreover, you get exceptional instrument and portfolio type support front-to-back and the tools you need to provide a highly personalized and tax efficient service.

We offer:
1 one software platform for investment management
2 the ready availability of your business
3 always the latest release included in monthly fee
4 continuity and security plan
5 additional features and modules as your business grows

Just leave your email address to find out how we could help you.


Top things to know:
1 Multi asset class, multi-currency, multi product types software
2 CRM functionality with client and investor data
3 Advanced performance measurement and tools
4 Cost and fee calculation models
5 Model portfolio management and rebalancing functionality
6 Customizable and automated client reporting and benchmarking the portfolios
7 Audit trail and support for compliance
8 Custodian, DMA and market data integration
More features:
1 Trade order management
2 Outsourced reconciliation and data management option
3 Real time position, transaction and performance information
4 Performance analytics
5 Dashboards for summary data at a glance
6 Advanced query and search capabilities
7 Business intelligence reporting capabilities
8 Automated reconciliation of trade information, settlement data, transactions and positions
9 GIPS-compliant composite reporting and maintenance

Content labeled for Family Offices & Private Wealth Management

Go to blog »

We work closely with you to find
the best solution for your business.

We make your business always accessible
with every device.

With us you will have an investment management platform that grows with you.

We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.

With us you will always have the latest release of the software. Included in the price.