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Business
management

Holistic business overview

  • Business and management dashboards, whole-of-record asset overview
  • Global portfolio analysis tools: AuM evolution and segmentation
  • Clients and portfolios overview
  • Revenue statistics
  • Prospective clients pipeline overview
  • Information about existing clients at the fingertips

Internal team management

  • Creation of users, roles and permissions by administrator
  • On-platform internal user management per role or function
  • Ability to adjust user rights control on a granular level

Fee management tools

  • Administration of client fees, setting of custom client fee schedules and invoice generation
  • Flexible client fee setup and management
  • Flat, tiered, performance, ad-hoc fee structures

Firm fee collection accounts

  • Embedded fee collection accounts
  • Treasury management function

Revenue statistics

Clear overview of commissions charged on a per client and per portfolio basis

White labelling

Embedded branding settings to reflect your corporate identity: client portal and reporting