Whether you are managing each clients portfolio individually, managing discretionary accounts or applying advanced investment strategies using multi-layer models, we can empower you to:
significantly increase efficiency without compromising your unique investment proposition
reduce business risks and eliminate compliance traps
regain management oversight of all elements of the portfolio decisioning and review process.
retain more margin and reduce cost
scale your business through repeatable, consistent automation of manual tasks
reduce time spent on low value activities
Ready to see what the new world of portfolio reviews looks like?
Don’t ask for a demo, ask to see how your investment processes can be applied to your data to review all your portfolios in seconds.
An open architecture and data aggregation environment to source client asset positions from clients chosen investment platforms or systems.
A portfolio data infrastructure that accommodates any asset class, any currency and any tax wrapper to suit clients favoured business partners and propositions.
Personalised portfolio mandate definition for each investor.
A roles based user permissioning system to support enterprise access.
Portfolio monitoring for all client portfolios.
Workflows and modelling for servicing advisory portfolios.
Workflows for servicing mass discretionary portfolios.
For individually reviewing many client portfolios
We provide businesses who want to deliver personalised portfolio management outside of a product structure with the ability to create unique client portfolios that are designed to consider the specific requirements, preferences, and constraints a client may have.
Our specialist digital platform allows you to:
- Manage and monitor portfolios with an overlay of completely specific client rules, preferences and constraints.
- Instantly create and deliver a customised Record of Advice (ROA) or portfolio review document.
- Ensure that clients’ portfolios are continuously and comprehensively tracked to their unique mandate.
- Retain auditable records of portfolio decisions.
The typical challenges we are asked to overcome include:
- Regular errors arising from inaccurate data in spreadsheets & manual entry
- Monitoring which portfolios need attention
- Poor oversight for business principals or licensee with little or no oversight
- Unprofessional report formats
- Lengthy client approval process
See the mandate alignment status of an unlimited number of portfolios at a glance
Maintain integrity of individual portfolios at scale
Rebalance portfolios in seconds without the need for exception management workflows
Create individual or bulk trade and trade allocation data
Manage portfolios with exposure to any asset class, currency or tax structure
True open architecture ensures that you leverage, not replace, your current investment, administration and trading infrastructure
Managing sophisticated investment strategies with multi-layer models
We work with specialist private wealth firms who are servicing clients that expect sophisticated investment and service solutions.
Managing sophisticated portfolios across multiple entities means combining extreme personalisation with extreme scalability. We can configure your unique investment proposition into our digital platform to enable you to deliver repeatable processes for tailored, client centric investment portfolio services, with scale and management oversight – at the click of a button.
Our clients usually come to us when they are having issues with: