Independent Investment Managers
Managed portfolio service with broad market access at your fingertips — a full operating platform for client onboarding, portfolio management, trading, and operations.
Client onboarding and business management
- 01
Straightforward and automated client onboarding process
- 02
Client relationship management tools
- 03
Reporting and business analytics
- 04
White-labelled client portal and portfolio reports
- 05
Internal team management
Portfolio management & online trading
- 01
Built-in advanced portfolio management tools in a user-friendly environment
- 02
Highly scalable model portfolio functionality, including automated rebalancing
- 03
Personalised client portfolios managed efficiently at scale
- 04
User-friendly and efficient order management suite
Operations
- 01
AuM-based or flat fee structures for each of your managed portfolios
- 02
Embedded tools to initiate cash or securities transfers
- 03
Customisable client portfolio reports
