Our solutions include:

Global trading
Access to all asset classes, advanced real-time trading and global market integration - empowering every business model and growth strategy. 

• Any asset class - our platform supports all asset classes and order types, catering to every business model and growth strategy.
• Real-time trading - experience advanced trading with complex order types, real-time calculations and spending power including credit on securities.
• Local and global market integration - seamlessly connect with local and global brokers, stock exchanges and transfer agents enabling individual, aggregated and netted trading. 

Portfolio management

• Define and maintain model portfolios - our platform automates portfolio management, structure model portfolios within our platform and maintain positions by periodic deposits, withdrawals and rebalancing. 
• Align investment strategies with risk, goals and values - efficiently translate investment strategies into structured models in line with client risk profiles goals and values ensuring alignment with their evolving financial needs over time. 
• Performance, valuation and reporting - insight in portfolio valuation and performance, available in real-time for any specified period.

Private banking
Our platform enables personalised investment strategies for HNWIs with real-time performance tracking and transparent reporting.

• Personalised investment strategies - providing tailored tools to design complex, client-specific investment strategies that meet the unique needs of HNWIs. 
• Performance, valuation and reporting - deliver real-time performance monitoring and customisable reporting for full transparency, ensuring alignment with each client’s unique goals.

Fiscal investments

• Tax-efficient and compliant investing - built-in tools ensure adherence to local tax regulations, providing seamless tax reporting and optimised returns to support a well-funded, sustainable retirement.
• Portfolio management - our platform automates deposits or direct debits, rebalancing and performance monitoring, ensuring efficient management while preserving wealth for long-term financial security.
• Automated life cycle management - intelligent automation gradually adjusts risk levels as clients approach their financial goals, securing wealth for the future and aligning investments with long-term financial stability.

Variable interest savings
Automate interest rate adjustments, real-time performance tracking and end-to-end account management for seamless, efficient financial operations.

• Dynamic interest rate adjustments - supporting interest policies with automatic adjustments of interest rates.
• Real-time performance tracking - provide clients with live dashboards and detailed reports on account growth and interest rate trends. 
• Full STP integration - seamlessly manages account operations with end-to-end automation, enabling instant transactions and minimising manual intervention.

Term deposits
Enable flexible term deposits with customisable interest rates and automate interest transfers for seamless account management.

• Customisable term deposit - support fixed or tiered interest rates with flexible terms to meet client needs and effortless set up and mature term deposits.
• Automated interest transfers - seamlessly transfer accrued interest to linked current or savings accounts.

Fiscal savings
Automate tax compliance, interest management and payments to optimise returns, balance risk and simplify long-term financial planning.

• Tax-efficient and compliant investing - built-in tools ensure adherence to local tax regulations, providing seamless tax reporting and -optimised returns to support a well-funded, sustainable retirement.
• Variable and fixed interest - achieve long-term financial goals and mitigate risks by combining the stability of fixed interest savings with the flexibility to transition between variable interest savings and investments.
• Payment automation and balance management - simplifying fiscal savings with automatic periodic direct debits in the buildup phase and scheduled payments in the payout phase, making the process effortless and intuitive.