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.