Streamlined Portfolio Management for Smarter Investments

Gain a 360° view of all investment structures, from households to individual accounts and portfolios.

• Household-Level Management – View consolidated client wealth, investment strategies, and allocations.
• Account-Level Oversight – Monitor balances, holdings, transactions, and risk exposure in real-time.
• Portfolio Analysis – Track performance, asset allocation, and investment strategies at the portfolio level.

Create and manage tailored investment solutions with dynamic portfolio modeling tools.

• Solution Designer – Configure custom portfolios with specific asset allocations, risk parameters, and benchmarks.
• Model Construction – Build investment models with strategic weightings and component-level risk analysis.
• Approval Workflow – Implement internal review processes to ensure compliance and strategy alignment.