One client view. One system.

Private Wealth

Discover a better way to do business

In the competitive world of private wealth, delivering your best is critical. Our software gives private wealth managers one clear view of every client relationship, including portfolios, advice, orders, compliance and risk data.

Built for the financial services industry - and used by advisers, discretionary and full service private wealth businesses around the world - it's software that helps deliver more for clients.

Transform the private wealth experience

  • One integrated solution for client and portfolio management, advice and order execution, reducing business risk and operational silos
  • One adviser desktop and single sign on for delivery of your entire client proposition
  • All client information, documents and records across your service proposition in one central client file
  • Predictable licensee fees based on users for a credible alternative to high-cost deployed software
  • Flexible, phased implementation to support progressive transition from legacy systems and de-risk change
  • Significant ongoing investment to ensure the software meets regulatory standards and functional relevance in a changing industry.

Fact sheet

Our Private Wealth fact sheet includes everything you need to know about delivering a better private wealth experience.

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