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Cutting-edge technology solutions,
empowering the world of finance.
Experience the future of finance, where innovation meets empowerment.
Talk to us
INTEGRATED WITH
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How we,
empower you
Start
with our wealth tech
Begin your journey to smarter wealth management and kickstart success with our innovative tech solutions.
Boost
efficiency with our tech
Streamline operations with our advanced tools and optimise your workflow with our efficient solutions.
Scale
up with our solutions
Grow your business with our scalable tech and reach new heights with our advanced technology.
Unlock the future of wealth management today.
Discover how our cutting-edge tech solutions can transform your firm.
Talk to us
1
Digital Onboarding
Digital Onboarding:
Fast, Easy, Client-Ready
We have enhanced clients experience from onboarding and beyond with our comprehensive, AI-powered digital identity solution.
Our platform ensures you truly know your customers online, providing seamless, automated customer acquisition and cost reduction, whilst meeting global KYC and AML compliance standards, offering both security and convenience.
Our platform ensures you truly know your customers online, providing seamless, automated customer acquisition and cost reduction, whilst meeting global KYC and AML compliance standards, offering both security and convenience.
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2
Full-suite Software
Our full-suite software
integrated with IBKR.
Introducing our state-of-the-art, full-suite software integrated with Interactive Brokers (IBKR), designed specifically for your custodial platform.
Leveraging the latest in financial technology, our solution offers seamless integration, real-time data synchronization, and advanced portfolio management tools.
Experience enhanced security, automated compliance, and robust analytics, all within an intuitive user interface.
Leveraging the latest in financial technology, our solution offers seamless integration, real-time data synchronization, and advanced portfolio management tools.
Experience enhanced security, automated compliance, and robust analytics, all within an intuitive user interface.
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3
Portfolios
Flexible Model Portfolios:
Tailor Investments for Success.
Stock model portfolios
Utilizing stock model portfolios allows your investors to achieve diversified exposure across various sectors and asset classes. Additionally, thematic portfolios enable investors to focus on specific trends and industries, aligning their investments with personal interests or market opportunities.
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Bespoke model portfolios
Elevate your investments with Bespoke model portfolios, tailored to your unique financial goals and risk tolerance. Experience personalized asset management designed to maximize returns and minimize risks.
4
Compliance
Compliance
made simple.
Building partnerships with companies like LexisNexis™ has automated compliance, providing clients with real-time regulatory updates and seamless adherence to legal standards. This ensures peace of mind and allows clients to focus on growing their businesses without worrying about compliance issues.
5
Funding Integration
Seamless Tech Integration:
Easier and Faster Than Ever.
Experience the future of finance with our advanced tech integration that makes funding clients accounts faster and easier than ever before. Say goodbye to lengthy processes and hello to instant transactions!
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6
Live Reporting
Invest smarter with
real-time insights.
Keep your clients ahead in their investments with live reporting! Real-time insights help them make informed decisions, maximizing gains and minimizing risks for their portfolio's success.
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7
CRM
Efficiency Redefined:
CRM in Wealth Management.
Experience the difference with our CRM solution tailored for wealth management firms. Streamline operations, manage client interactions effortlessly, and unlock growth opportunities.
8
Fee Billing
Fee Managed,
Profit Soar.
Our cutting-edge solution that will empower you to maximize profits for your clients by efficiently managing any fees. With real-time insights, customizable tools, and user-friendly interfaces, you can optimize fee structures with precision, driving profitability and sustainable growth.
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9
Alternative Syndication
Maximizing Client Potential:
Exclusive Syndication.
Elevate client potential with our exclusive syndication strategies. Unlock new opportunities and maximize reach with tailored solutions designed for success in today's market.
10
Risk Tolerance
Identify the comfort zone
for growth.
Knowing your clients investment comfort level is like having a financial compass. It guides them through market uncertainty, helping them make confident decisions aligned with their goals. Assessing their comfort empowers them to seize opportunities while managing risks effectively.
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11
Advisor Academy
We elevate advisors
for success.
Our academy will supercharge your team's potential. We provide cutting-edge training to elevate your advisors, empowering them to drive your company's success to new heights.
We provide tailored training through expert-led sessions, hands-on workshops, and personalised coaching, empowering your advisors to excel in driving your company's success.
We provide tailored training through expert-led sessions, hands-on workshops, and personalised coaching, empowering your advisors to excel in driving your company's success.
Embrace tomorrow's wealth today;
seize the future of wealth management.
Talk to us
