AWARD-WINNING PORTFOLIO MANAGEMENT & REPORTING SOFTWARE
PURPOSE BUILT FOR UHNWIs & SOPHISTICATED FAMILY OFFICES
s
& SOPHISTICATED FAMILY OFFICES
AWARD-WINNING
PORTFOLIO MANAGEMENT & REPORTING SOFTWARE
PURPOSE BUILT FOR UHNWI
s
& SOPHISTICATED FAMILY OFFICES
AGGREGATE
Seamlessly collect, aggregate and normalize investment data from over 400 data feeds across 5 continents, capturing 3x more transactions than other aggregators.
VALIDATE
Ensure pinpoint accuracy with near real-time data reconciliation and validation.
REPORT
Gain faster insights through interactive dashboards and quickly generate reports for wealth owners and stakeholders.
EVOLVE
Spend less time on administrative tasks and more time on strategic investment analysis, portfolio evolution and growth.
We have the data and reporting we want at our fingertips, while saving substantial time in-house. This has allowed us to see the forest from the trees in ways that continuously benefit our business.
SINGLE FAMILY OFFICE
