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Manage clients
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- Create comprehensive plans & views of your clients’ overall wealth.
- Integrate the full investor story; your clients’ risk profiles, goals, IPS’s, and investment accounts.
- Provide clients with comprehensive reporting & a modern digital experience through a modern client portal and mobile app.
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Manage portfolios
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- Provide full coverage and analytics for multi-asset class and multi-currency portfolios.
- Offer model portfolio tracking and extensive portfolio construction and bulk trading.
- Integrate & manage funds consistently with full look-through and liquidity capabilities.
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Manage the business
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- Aggregate diverse data sources including custodians, brokers, funds and off-book assets.
- Work efficiently through a seamless, intuitive workflow & integrated portfolio management.
- Manage the business with a common platform used by everyone in the firm: senior management, compliance, client teams, and portfolio managers.
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