Always-on, real-time investment insight

• Tax-lot enabled, multi-currency view of current and projected holdings
• Supports lifecycle events, valuations, analytics, and performance tracking

Smart automation, total control

• Fully auditable with client-configurable workflows and enterprise automation
• Accessible via APIs, Excel, Jupyter, notebooks, and LLM assistant support

Seamless connectivity, limitless scale

• Integrates with platforms like Bloomberg, Aladdin, and more
• Scales effortlessly across asset classes, volumes, regions, and regulations

Regulatory confidence, reporting made easy

• Built-in regulatory tracking, exposure management, and financial close tools
• Delivered via dashboards and integrated BI reporting