Utilise online fact finds, design your own workflows, manage FDS integrations, client segments with all client information in the one place.
Learn moreAccess integrations to 3rd party applications of your choice to build your own package.
Learn moreParaplanning strength with goals-based modelling which engages clients and cuts SOA production in half.
Learn moreDeliver engaging digital SOA presentations in-person and offer scalable advice on a 'one to many basis' with enhanced compliance features. All of this is inclusive of an AI driven avatar who can steer the client through the SOA in their own time and pace.
Learn moreManage on and off platform assets with deep portfolio reporting and product selection capabilities.
Learn moreManage clients’ non super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.
Learn moreManage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.
Learn moreBuild your own or follow specialist managed account fund managers with market leading bulk ROA capabilities. Unparalleled speed to market and flexibility with minimal impact to your back office and client costs.
Learn moreUtilise your own or our MDA license to offer discretionary portfolios to your client base. Bulk rebalancing and tailored, one to one rebalancing capabilities available.
Learn moreOffer your MDA or managed account clients holistic portfolio reporting on an online portal which can consume scheduled reports from the adviser desktop for maximum efficiency.
Learn moreOffer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.
Learn moreTaylor your client portfolios to allow for specific portfolio preferences at an account level while maintaining the efficiency of bulk rebalancing.
Learn moreAllow your clients to track their holistic portfolio inclusive of cash, debt, property, on and off platform assets and track progress against their lifestyle goals. Say goodbye to benchmarks forever.
Learn moreSelect the relevant state on the map to book a chat or demo with one of our experts today
