Make work flow better
In the competitive world of private wealth, delivering your best is crucial.
Our software gives you one clear view of all your client relationships, bringing portfolios, advice, orders, compliance and risk together so you can focus on delivering more for your clients.
Built for your business, and used by advisers, discretionary and full-service private wealth businesses around the world, it’s a better way to do business.
Client & portfolio management
Advice & order execution
Online, fully-hosted
Transform the private wealth experience
- One adviser desktop: single sign-on to enable better delivery of your entire client proposition
- One client file: all client information, documents and records across your service proposition in one central client file
- One end-to-end solution: seamlessly integrates client and portfolio management, advice and order execution, reducing business risk and operational silos
- Predictable costs: licensee fees based on users provides a credible alternative to high cost deployed software
- Flexible implementation: can be phased to support progressive transition from legacy systems and de-risk change
- Keeping pace: significant ongoing investment to ensure the software meets regulatory standards and functional relevance in a changing industry.
Award-winning software
2000+ global team
500,000+ users
Discover a better way to do business.
Fact sheet
FAQs about Private Wealth?
Our Private Wealth fact sheet includes everything you need to know about delivering a better experience for your clients and your business.
