– Client database – A centralised database to store all client information, account balances, documents, notes, communications, etc. Allows to get a holistic view of each client.

– Financial planning

– Portfolio management

– Alerts and reminders

– Compliance case management

– Custom workflow checklists

– Client communications – Secure messaging , targeted messaging, document sharing capabilities to communicate with clients.

– Emails, Tasks and Calendar

– Report Builder and Reporting

– Security features – Two factor authentication, Audit trails, data security, access controls, and other security measures to protect sensitive client data and comply with regulations.

– Integrations to Third Party Apps

– Integration with Custodians – Able to integrate with any external systems like custodians, brokerages to automatically pull client account data. Please contact us for more information

– Order Management

– Fund Marketing

– Investor Relations

– Compliance – Features like KYC for client due diligence, audit trails, regulatory monitoring, etc.

– Customisation – Flexible configuration to tailor platform to specific asset management workflows.

– Mobile Apps access

– Client portal – Online portal for clients to onboard, access and upload documents, reports, portfolios etc. and collaborate.

The key aims are to enhance client service, increase efficiency and productivity, maintain regulatory compliance and enable data-driven decisions.