Solution introduction
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
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
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.
