Solution introduction
Management and trading connectivity for financial advisers, wealth managers, family offices and discretionary fund managers
Combine and process your client’s financial data in one system
Combine and process your client’s financial data in one system
Features:
- Communications
- Bespoke client portal and dashboards
- Automated workflows and task management
- Digital Know Your Client and onboarding
- Automated client and revenue reporting
- Multiple account linking
- Document storage
- Dedicated migration support from our Data Operations Team
- Digital forms
- Trading Integrations
- Log in as your client
- Straight through processing
