FEATURES AND BENEFITS
Reimagine portfolio management and advice workflows.
Intelligent automation in the cloud
Transform your business, improve client outcomes and save a heap of time with our rapid rebalancing technology that works with your investment management systems to automate portfolio rebalancing and management.
- Enterprise grade rebalancing technology
- Optimise at speed with compliance in mind
- Supports adviser or discretionary accounts, IMA (individually managed accounts) or MDA (managed discretionary accounts)
Portfolio personalisation and scalability
Suit the needs of both you and your different clients with personalised or model portfolios on a fit-for-purpose basis.
- Model or personalised portfolios
- Gain efficiencies of scale
- Easy to explain portfolio visualisations
White-labelled, automated advice
Gain end-to-end control and scaling of custom advice, workflows and reports (including ROAs), with your branding front and centre.
- Scale advice and execution with compliance in mind
- Manage business rules and permissions
- Build on your own branded client experience