Highlights

Leverage Information

Enhance advisor productivity with simplified access to tools and data.

Leverage Information

  • Unleash data from your books-of-record system.
  • Aggregate held-away accounts and assets to provide a complete investment picture for clients.
  • Gain an instant picture of each account’s holdings, allocation, performance, and assets held.
  • Combine holdings, performance data, vendor data, and other information across any number of accounts for analysis and reporting.

Simplify Analysis

Leverage a single source for analyzing and monitoring portfolios.

Simplify Analysis

  • Compare existing holdings with proposed trades to understand the potential impact.
  • Create and manage investment policies.
  • Automatically monitor portfolios for exceptions, drift, or other customizable rules.

Improve Workflow

Utilize technology that mirrors your routine and style.

Improve Workflow

  • Customize asset categories and subcategories to the unique requirements of the firm.
  • More accurately present each client’s investment strategy and your management style.
  • Attach notes, files and documents to any portfolio.