Our intuitive and straightforward paperless onboarding module enable firms to identify and qualify prospective clients faster and in a regulatory compliant manner. Workflows across KYC/AML and risk profiling are automated to create a smooth, streamlined client experience.
Plan your clients’ financial life journey with our powerful financial planning module. Keep track of wealth, cash flows and finances. View multiple accounts and asset/liability types and provide clients with a holistic wealth solution to meet their varied needs.
Our Automated Allocation and Investing module enables firms to offer personalised investment portfolios at scale to suit every individual client needs with very little manual intervention. The module is created to align with your investment philosophy, allowing for stochastic or deterministic models, goal or risk-based investing, ‘what-if’ analysis, rebalancing, analytics and inbuilt portfolio and order management systems.