Meeting the needs of any investment manager

Client & advisor portal

Build and strengthen relationships with a unified digital experience right from the start, that engages your clients and empowers your advisors.

Fund order management

Ensure efficient fund order processing and distribution through automated workflows, so you can manage more clients and high volumes with less effort.

Portfolio management & trading

Empower your front office with a complete solution for portfolio modeling, order creation, monitoring, rebalancing, trading and compliance.

Portfolio accounting & reporting

Integrate your portfolio management, accounting procedures, CRM and reporting – all in one solution.

Data management

Count on accurate and timely data for your entire investment lifecycle, managed through a single platform.


Increase efficiency and scalability with cloud-delivered technology and outsourced services.

Workflow management

Reduce operational risk with robust exception management and data governance workflows.

Investor servicing

Simplify accounting and investor servicing with support for unlimited fund structures and flexible fee calculations.

Fund accounting

Leverage our multi-currency platform supporting trading, real-time portfolio management and accounting, investor accounting and reporting.

Revenue management

Get bills out quickly and invoices in faster by streamlining your billing and revenue processes.

Research management

Harness your firm’s collective knowledge with an organized and centralized investment research depository.

Margin & finance management

Minimize costs with full transparency into margin and fee calculations.