Keep pace with changing client and regulatory expectations

Do you ever feel like your investment budget is being spent on just standing still? Do you need to be more effective at keeping up with client needs as well as everything else that’s going on around you? 

With solutions designed to meet the broad demand of modern wealth management, you can have your portfolio management, order management, advice, client management and your compliance and administration processes supported in a flexible, proven, multi-asset system. Plus, you can give your clients secure mobile access, in your own branded range of mobile and web based interfaces. It's everything you need to deliver your private wealth offer, together in one place.

Business benefits

Private Wealth Management solutions

  • One web based system with single sign-on 
  • Online client access across multiple devices
  • Multi asset and multi currency
  • End to end compliance management
  • Full API support
  • Hosted and fully supported 

 

 

 

Related solutions

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