Client mandates
Assign portfolio mandates, discretionary/advisory service levels, restrictions, and trading permissions. Every client remains in the right operating setup.
Discretionary
Manage your client portfolios using dedicated portfolio management tools or model portfolio overlays. Keep client portfolios aligned with target weightings, restrictions, trading manual or automated rebalancing options.
Advisory
Use in-built suitability tools and keep client consent in place before trades are executed. Proposal, approval, and order workflows are managed in one controlled process.
Execution Only
Let clients use online trading tools independently while you retain visibility, controls, and reporting for the relationship
