Features
Single gateway
Automate your business within a single software solution beginning with your clients’ profile and wealth portfolios, sales activity, trade life cycle to commission calculation, compliance monitoring and reporting. A springboard for you to build stronger relationship with your clients and make better-informed decision.

Efficiency
Ease of follow-up on pending trades. Compliance tool tracks on-boarding of new clients and AML/KYC process to enhance efficiency and reduce risk in handling regulatory related issues. Reconciliation and audit trail avoid control breaks and minimize discrepancies.

Reporting
Data and portfolio analysis to help you to manage your entire wealth portfolio. Customization offers flexibility to view portfolio characteristics and concentration and reports are easily downloaded to PDF and Excel.

Intergration
Connectivity with third parties including banks, brokers, custodians and other applications to meet your specific need to make your operation more seamless.

Client focus
Client satisfaction is the driving force behind our business. We will commit designated team to support your day-to-day operation.

Security
While information is the cornerstone of our ability to provide superior service, our most important priority is your trust. Keeping your information secure is top priority.