Aggregate all your customer data into a single solution capable of consolidating multi-custodian, multi-asset class and multi-strategy assets
Simulate your decisions, apply rebalancing strategies, reduce your exposure to market risk and improve your performance thanks to a large number of embedded analysis tables and chart
Keep an audit trail of all stock market transactions from pre-assignment to order settlement. Ensure compliance of all transactions by relying on automated pre/post-trade checks
Enhance customer relationship with a 360° customer view, integrate your CRM data, manage investment profiles and specific constraints, provide rich and personalized reports as well as digital access
Automate the calculation and control of fees – transaction fees, performance fees, payable and receivable retrocessions. Benefit from real-time dashboards allowing you to monitor all these fees by customer and by typology
Automate the production of personalized reports for your customers and provide your managers with customized decision-making dashboards