Wealth Managers

A simple way to manage investment strategies

By providing a range of useful features, our platform has proven to be a powerful tool for wealth managers all
over the world.

We know what wealth managers want

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

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An international, open architecture investment platform

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

Cash management illustration

Banking for wealth managers

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

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Explore our suite
of services

Create tomorrow... Start today.

Manage all your assets in one place.