AWARD-WINNING PORTFOLIO MANAGEMENT AND REPORTING SOFTWARE
Award-winning portfolio management and reporting software
DESIGNED EXCLUSIVELY FOR SOPHISTICATED FAMILY OFFICES & UHNWI INVESTORS
ACCOUNT AGGREGATION
Seamlessly collect, aggregate and normalize investment data from over 400 data feeds across 5 continents, capturing 3x more transactions than other aggregators.
PORTFOLIO ACCOUNTING
Our award-winning unique data model offers the advantage of having the data integrity of a general ledger accounting system with the flexibility and control of a reporting system.
PERFORMANCE REPORTING
Our award-winning reports and design enables each individual to see the information they want, structured, and formatted the way they want for personalized engagement.
PORTFOLIO MANAGEMENT
View every asset class while using our industry-first data model that allows each stakeholder to classify and structure their data any way they want for faster and more personalized analysis and decision making.
INVESTOR
PORTAL
Our secure, point-click investor portal is designed to provide simple, context-based navigation so wealth owners and advisors can easily gain oversight over the most complex global wealth.
