Document Repository

Streamlined client relationship tools, offering a simplified yet effective approach to managing interactions

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Customize the look & feel to reflect your brand and meet evolving digital demands

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Modern wealth tech priced right, bridging all firms to a competitive future

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Dive deep with benchmark-centric analysis, adaptable metrics, and custom calculations

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Advanced risk analysis & reporting for informed investment decisions

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Industry-leading encryption and stringent access controls for maximum security

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Define and tailor unique report templates for optimal investment data presentation

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Allows client to model private equity commitments and model all NBA e.g. real estate, direct investments and collectables

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Flexible & fully customizable, for seamless connectivity with third-party services

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Streamlined auto-rebalancing for precision & enhanced portfolio management

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Streamlined, comprehensive trading with precise order execution & tracking

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Custom alerts for AML, PEP, MiFiD & market shifts, ensuring robust compliance

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ESG-integrated portfolios & optimized trading with centralized order management

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Process & leverage data from 300+ EU banks in one place for faster and better decisions

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Immutable onboarding, smart alerts, and integrated PEP screenings for optimal compliance

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