SUPPORTING

MANAGED DISCRETIONARY ACCOUNT BUSINESS MODELS

Improve efficiency and compliance oversight in a fully configurable, non custodial, MDA portfolio management solution

Financial Simplicity - Manage

Manage

Financial Simplicity - Monitor

Monitor

Financial Simplicity - Rebalance

Rebalance

Financial Simplicity - Bulk order / allocate

Bulk Order / Allocate

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.

Efficiency and Scale

Mass manage an unlimited number of unique portfolios.

Compliant

Manage an unlimited number of portfolios at a glance.

Investor Specific Rules

Portfolio requirements can be tailored to each investors needs.

Multi Asset Class

Manage portfolios with exposure to any asset class.

Multi Currency

Manage portfolios with exposure to any currency.

Multi Tax Structure

Manage portfolios with exposure to any tax structure.

Bulk Trade / Trade Allocation

Create bulk trade and trade allocation data.

Request A Webinar

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