A stand-alone, data-agnostic, portfolio analysis tool, Neon’s powerful search and filter functions identify profit centres, exceptions, patterns, trends and opportunities.

The big picture or the smallest detail, it’s there for you (and your clients) in seconds, on one screen, desktop or mobile.

By gaining a deeper understanding of a portfolio’s dynamics, advisors can make decisions faster and demonstrate a more proactive approach to the client.

Every aspect of the enterprise—from an overview of the firm’s entire book to the inner workings of individual client accounts and their portfolios—can be analysed.

And no matter how big the book is, Neon scrutinises each holding and portfolio automatically, five days a week.

Thinking spreadsheets? Don’t. Data is brought to life in the form of colourful and engaging charts, graphs and diagrams.

Provides an immediate, aggregated, 360-degree view of the client's relationship with the firm