Portfolio management and rebalance technology
Portfolio Cloud’s institutional grade rebalance algorithms allow firms to optimise portfolios at speed, knowing the outcomes are governed by a robust compliance framework.

Portfolio personalisation, model portfolios, advice and APL management
Allow firms to grow and adapt their investment proposition as their business requirements change. Whether it be advised or discretionary, and whether firms use models or personalised portfolios, Portfolio Cloud allows firms to maximise their the efficiency while ensuring clients receive the best outcome.

Automated advice workflow
Allows firms to scale complex advice processes, manage business rules and configure reports for clients.

Rules, access permissions and branding can be set by your organisation in a simple and flexible workpad.

Seamless investment trading is possible across multiple execution venues via straight-through-processing.

Centralised investment dashboard for advisors, investment teams and compliance managers
Allows firms to delineate their investment management and financial planning process. Centralised environments and dashboards empower stakeholders to monitor, research, and scale client portfolio interactions. Portfolio Cloud brings together multiple industry data sources, creating a streamlined process that drives productivity, client engagement and consistency in quality advice delivery.

Our API driven approach allows firms of any size to rapidly build or integrate bespoke applications into the Portfolio Cloud ecosystem.

Along with reducing administrative burden, Portfolio Cloud gives firms the flexibility to customize and control the client experience, integrate easily with other services and reduce layers of technical debt.