from any device anywhere,
to create networks of professionals and investors,
to share portfolios, ideas and more
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One single place to monitor portfolio positions, cash balances and aggregated investments. Track easily performances and enhance client relationships.
Easily manage any portfolio in multiple currencies, get real-time positions for single and aggregate accounts with any type of security.
Manage orders through direct FIX/API routing, in single and bulk mode. Take advantage of automated process.
Manage details of customers, their investment profile, compliance and documents. Keep track of all business in one place.
Get real-time performance metrics. Measure investment risk to match regulatory compliance or personal policies. Compare historical returns against benchmarks.
Export custom beautiful reports with smart charts in any format (excel, csv, pdf, html). Send directly via email or publish on the web.