By providing a range of useful features, our platform has proven to be a powerful tool for wealth managers all
over the world.
Grow your AUM and reduce your investment administration. Our investment platform and online client reporting tools free up your time, enabling you to focus on the more important things.
Smooth onboarding of international clients
Simple and easy to understand solutions
Open to forming new partnerships with DFMs
Our platform solution offers wealth managers a huge variety of investment options including listed securities as well as international funds. Some of our platform features include:
Flexible fee arrangements
Data feeds for better automation
Bespoke structured notes for incubation of fund strategies
Where a wealth manager has strategic allocations to cash, our digital banking solution can hit the mark. Its features include:
Easy digital diversification of large cash balances across highly rated third party banks
Digital onboarding and management of account mandates and authorities
Live foreign exchange online
Access an almost unlimited number of investment options with our open architecture investment platform.
Work with our investment team to select from a range of risk-rated products and build a strategy tailored to your unique goals.
With fast onboarding and pragmatic decision making, make use of our brand new digital bank.
