Seven products — one operating layer.
Each runs standalone and plugs into the custodians, brokers and platforms you already run. Together they reconcile, screen and report off one set of data — so the work stops being re-done at every handoff, and the operation compounds instead of resetting.
Real-time NAV across 10,000+ portfolios, multi-currency, reconciled daily off your custodians. Positions and ledgers that hold up line-by-line in audit.
OMS with the mandate checked before the order leaves the desk — FIX 4.4 routing, multi-PM block consolidation, 99.4% straight-through.
One data layer across 80+ custodian, broker and market feeds — normalised to a single schema with provenance, reconciled same-day. Bloomberg, RiskAmerica, BCI in; REST + GraphQL out.
Digital onboarding with eID and continuous PEP screening — UAF, SBS and MiFID II submissions that assemble from the record with no re-keying.
White-label app for your investors — live positions read from portfolio, statements, secure messaging, biometric login. Your brand, your stores.
Mandate flow and a true investor 360°, with Outlook and Gmail logging themselves to the right record. Reads your PMS, syncs your mailbox — no re-keying.
Your bankers' whole book in one app — every client, live portfolios read from the PMS, meeting prep and CRM logging from the phone. Their brand, their stores.