Does your business model feel challenged?

Perhaps you're juggling wide ranging client needs while trying to keep up to speed with everything else that’s going on around you? Bring together all the tools you need to deliver your private wealth offer, and a great client experience, on one proven platform.

Business benefits

Private Wealth Management

  • One web based solution 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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