Services
Service ecosystem at your fingertips
Entire Menu of services available for Independent Financial Advisors (IFAs) or Wealth Managers (WMs)
Customer Relationship
Access KYC data. View Client Portfolios and Investments. Reference Client Interactions.
Banking Services
Seamless connectivity to your Banking accounts. Real time Cash Balances and Payment or Redemption status.
Custodial Services
Connect with Custody Service Providers and Integrate Portfolio and In-Flight transactions status.
Reporting Services
Repository for all Reporting needs - Client, Regulatory and Audit.
Fund Administration
Integrate with Fund Administrators and receive real time Mark to Market updates
Research
Access premium and leading research content on Market trends across Asset Classes