Custom Modules To Build Your Digital Platform

Accelerate client acquisition digitally. Deliver a frictionless onboarding experience from start to finish. Our intuitive digital workflows streamline everything including e-signatures, automated KYC/AML, dynamic fact-finding, and smart risk profiling. Help your teams onboard clients faster, more compliantly, and entirely paper-free.

Advanced financial planning made simple. Empower your advisers with a holistic planning engine that covers wealth, cash flow, insurance, and goal-based planning. Whether you're delivering investment recommendations or generating suitability reports, our solvers and scenario models adapt to your firm’s strategy and each client’s unique goals.

Personalised portfolios with seamless execution. Power your discretionary, advisory, or hybrid propositions with a flexible investment engine. Construct, monitor, and rebalance goal-based, risk-based, or thematic portfolios. Integrated order management workflows allow you to execute and reconcile trades, monitor risk metrics, and manage model drift automatically or with adviser oversight.

Transform data into engaging reports. Our dynamic Report Builder turns complex investment data into clear, compelling client communications. Customise templates with your brand, deliver via secure portal or email, and ensure clients receive the insights they need in the format they prefer.

Digital touch points that drive loyalty. Stay connected beyond the quarterly meeting. Build stronger client relationships through consistent, meaningful touchpoints. Centralise all client communications-messages, content sharing, alerts, and notifications to deliver timely support that builds trust and strengthens retention.

Your command centre for scalable digital business models. Go beyond generic CRM with a complete financial services operational suite. Manage leads, segment clients, track referrals, schedule meetings, and stay compliant all in one advisor desktop. Includes task management, compliance workflows, document vaults, and e-signature integration so your team can serve more clients while maintaining exceptional service quality.