Business
management
Holistic business overview
Business and management dashboards, whole-of-record asset overview
Global portfolio analysis tools: AuM evolution and segmentation
Clients and portfolios overview
Revenue statistics
Prospective clients pipeline overview
Information about existing clients at the fingertips
Internal team management
Creation of users and definition of administrator and user functions and permissions
On-platform internal user management per role or function
Adjust user rights control on a granular level
Fee management tools
Administration of client fees, setting of custom client fee schedules and invoice generation
Flexible client fee setup and management
Flat, tiered, performance, ad-hoc fee structures
Firm fee collection accounts
Multi-currency fee collection accounts
Treasury management function
Revenue statistics
Clear overview of commissions charged on a per client and per portfolio basis
Management reporting
Team management tools to see how the business performs
White labelling
Embedded branding settings to reflect your corporate identity: client portal and reporting
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