SecuritEase International
HQ Address
London, United Kingdom
Website Address
Business introduction
Powering the future of financial markets, global investment management software solutions for wealth managers, stockbrokers, investment banks and more
The SecuritEase® System combines access to global markets with next-generation wealth management features to empower advisors and investment managers to focus on their core mission of delivering outstanding service to clients
Offering integrated end-to-end capabilities, the SecuritEase® System includes:
- Relationship management: multi-level account hierarchies with efficient account setup and maintenance, and automated integrations via APIs to leading 3rd party CRMs.
- Investment universe: comprehensive trading, clearing, and settlement across all asset classes, markets, and currencies.
- Portfolio strategy & management: sophisticated tools for investment portfolio construction, monitoring, rebalancing and reporting.
- Performance analytics & reporting: detailed insight tools including risk and return metrics, attribution analysis, tax optimisation and associated reporting.
- Advisor desktop: a next generation advisor desktop with dashboard insights across clients and portfolios with one-click drill in analysis and management.
- Compliance: embedded support for KYC, AML, GDPR, currency controls, and other global fiduciary standards and compliance requirements.
- Fees, billing, and commissions management: extensive capabilities for managing client fees and billing with sophisticated, multifaceted sales, advice, and referral commissions management.
Wealth management features seamlessly integrate with our core clearing, settlement, and post-trade services functions ensuring your entire business operates on real-time, synchronised, single-source-of-truth data.
SecuritEase International Solutions
SecuritEase Next Generation Wealth Management
The SecuritEase® System combines access to global markets with next-generation wealth management features to empower advisors and investment managers to focus on their core mission of delivering outstanding service to clients. Offering integrated end-to-end capabilities, the SecuritEase® System includes: Relationship management: multi-level account hierarchies with efficient account setup and maintenance, and automated......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
TIARA Tax Reporting and Asset Administration
Modern and intuitive UI design Our concept has always been to make the complex simple. To fulfil this, we have aimed for data transparency and availability across all areas, enabling users to navigate readily and find the information required with little friction....
