A full suite portfolio management system to link clients accounts to Model Portfolios or investment ideas, rebalance them efficiently, create alerts based on portfolio events and automatically calculate fees
Improve the client experience via consolidated client reports across all their accounts and assets
Products
vFunds
Virtual Funds (or vFunds) gives you the ability to package in-house intelligence and strategies wrapped into a virtual fund. It provides clients with easy-to-understand investment ideas, thematic or qualitative, and the client portfolio will not only show a list of securities but also a collection of ideas and themes they are invested in, each with its own factsheet and history.
Ordering & rebalancing engine
An essential tool for portfolio rebalancing, the engine can handle bulk orders and scheduled rebalancing on fixed intervals. Trades will be automatically allocated to individual client accounts and reconciled via our client reporting function.
Model portfolios
Link clients with in-house or third-party model portfolios. Models can be rebalanced with a few clicks with the potential for additional revenue for your firm. Rebalance portfolios with just a few clicks, with bulk order execution generated for thousands of clients.
Reporting & alerts
Reporting allows you to generate consolidated, branded, reporting on all of your client's assets. Use the Alert functionality to stay one step ahead of your clients by recieving notifications for predefined events.
Client portal
Give clients access to your branded portal or App. They can view their portfolios, communicate with their advisor, upload documents to a secure storage area and evaluate your investment recommendations.
CRM & document management
Track and store all client and prospects interaction efficiently via build-in notes, eMail magnets and document storage.
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