PORTFOLIO BUSINESS INTELLIGENCE SOLUTIONS

Improve awareness and reduce business risks by better understanding your client portfolios your way

Financial Simplicity - Manage

Configure

Financial Simplicity - Monitor

Monitor

Financial Simplicity - Rebalance

Analyse

Financial Simplicity - Bulk order / allocate

Examine

Our portfolio management solution helps wealth advisory firms protect their businesses by being to achieve management of investor portfolios in a personalised way, with scale.

Simple

Simply provide your data, set your business specific parameters, then receive your Business Intelligence Report

Compliant

Ensure you have a comprehensive, aggregated compliance view of your business

 Business Specific Parameters

Define your own business specific parameters to view your business your way

Multi Asset Class

Include portfolios with exposure to any asset class.

Multi Currency

Include portfolios with exposure to any currency.

Multi Tax Structure

Include portfolios with exposure to any tax structure.

Schedule Report

Schedule your Business Intelligence Report to be delivered as frequently as you require

Request A Webinar

To view a demonstration of the features, contact us at or 1300 363 053.