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

Cash management for wealth managers

Where a wealth manager has specific cash management requirements, our treasury solutions could be of use. This service includes:

  • Fast 72 hour onboarding for
    standard risk account

  • Transparent and fair pricing

  • Easy monitoring and reporting

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Explore our suite
of services

Create tomorrow... Start today.

Manage all your assets in one place.