The answer to howFamily Offices & Wealth Managers

can improve their wealth management

Flexibile, scalable, multi-node distribution to trade globally with institutional standards

Analytics to monitor and report investments and risks. Stay informed 24/7

Automate your operations, accounting, statement processing, and reporting





Explore and model data via customisable analytics and stay informed in real-time through custom reporting.

Stay in control from anywhere, 24/7, thanks to the dedicated desktop and mobile dashboards that can be customised for multiple users.

Integrate and run analyses in Python & R to produce easy-to-read visualisations. Improve user experience through the interactive dashboard that is easily navigable and which allows you to quickly extract the information required. Export data in Excel, PDF, PowerPoint, and CSV files in a flash.

Run Transaction Cost Analyses to unlock execution details and keep costs under control. Group data by multiple categories and rules to easily discover insights.

Monitor investments according to your custom rules through live trading surveillance and valuation. Easily combine real-time and static data in one view.



Get in touch with us today to discover how we could help your company