Improve efficiency and compliance oversight in a fully configurable, non custodial, MDA portfolio management solution
Mass manage an unlimited number of unique portfolios.
Manage an unlimited number of portfolios at a glance.
Portfolio requirements can be tailored to each investors needs.
Manage portfolios with exposure to any asset class.
Manage portfolios with exposure to any currency.
Manage portfolios with exposure to any tax structure.
Create bulk trade and trade allocation data.
To view a demonstration of the features, contact us at *protected email* or 1300 363 053.