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Client reporting

Client reports for private, retail or institutional investors. 

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Investment advice

Capture client risk profile and match with funds and model portfolios.

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Fund reporting

Showcase your fund range in an interactive and engaging way.

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Analytics

Analytics dashboard to understand client behaviour and extract value from data

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Mobile and Web

Multi-channel client experiences, across web, email and mobile app.

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Integration APIs

Fits naturally and effortlessly in your data landscape.

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Client lifecycle

Client onboarding and lifecycle management with KYC and e-signatures.

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Cloud and security

Scale and secure your client portal, with a Cloud-native solution

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By now, all interactions with advisors and clients begin on our digital channels.

UK Fund Manager, £6Bn AuM