Detailed and interactive visualisations of portfolio valuations and performance put investors in the driving seat.
Investment narrative helps investors understand the data. Thought-leadership and market updates strengthen your brand.
Give investors a voice. Answer questions on every chart and table, co-ordinate meetings, share documents and notifications.
For institutional, wealth or retail clients.
Valuations, fund centres, sales brochures, RFPs, investment and commentary publishing.
For corporations, investment banks and advisers.
Annual and interim reports, investor and financial documentation, M&A and CSR brochures.
Our team will design, configure and train you to maintain the apps.
Connect to your CRM, data and content repositories.
Manage content, files and users in an easy-to-use interface.
Secure, reliable hosting provided by Microsoft’s Azure Cloud.
Guaranteed response time to support mission critical apps.
Annual subscription includes license, upgrades, hosting and support.
Investors demand Apple’s simplicity, Google’s power and Amazon’s speed.
Let’s exceed these expectations.