Access your robust investment data using interactive analytics and automated reports. Simplifying the process of performance analytics and risk mitigation for advisors and wealth managers.
A holistic view of the portfolio gives a clear view of client investments at a glance. A quick analysis of different portfolios and their profitability would help take timely measures and therefore saves your time.
Analytics is essential for reviewing client portfolios. The ability to get customized reports as well as combined reports of all asset classes makes it easier for wealth managers to focus on the bigger picture.
Security should be a top priority in the financial service industry as it secures sensitive data. It’s important to abide by standard security measures of the industry.
Investment advisors and investors still rely on archaic ways of portfolio monitoring via spreadsheets which is time-consuming and prone to manual error.
Transform your end-to-end client journey with automated tools. Enhance your customer journey with innovative tools.
Nurture leads into loyal customers and improve conversion rates with our lead management system.
Align investments with wealth goals for an easier wealth planning.
Consolidate your global investment portfolio on a single platform.
Get descriptive analytics for your global portfolios.
Get wealth reporting of various asset classes in your portfolio.
Efficiently manage your revenue and maximize your profits with built-in automation.
Analyze the risk exposure of your investment portfolio and take better decisions.
Maximize returns on structured products with our analytics.
A secured platform certified with ISO 27001.
Connect your investment portfolio on our mobile app.
Brand the reports through your brand name and easily send reports to customers.
Talk to us to learn more about our offerings. We would be delighted to speak to you.