Solutions

All-in-one platform for independent asset managers of any size

Banks

Get insights you haven't imagined before

Family offices

Consolidate all assets effortlessly and bring transparency to complex structures

Investor services

Aggregate custodian, fund, market data, and more

Compliance

Ensure Compliance with FinSA (FIDLEG/LSFin)

API integrations

Plug-in and automate your consolidation needs our API engine

Partners

Custodians Associations Technology partners

Onboarding

Company

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Insights

Articles Reports

Contact

Investor services

White-label and customize your reporting to bring your client relationships to the next level.

Solutions for Investor Services

Custodian data

Multi-custody reporting for you and your investors. You can monitor and report all your liquid and illiquid assets, including real estate, private equity, arts. White-label and customize your reporting to bring your client relationships to the next level. Feed your downstream systems (accounting, etc.) with clean and unified portfolio data .

Fund data

Automate fund management and fund-lookthrough from any source.

Client life cycle management

One place to onboard your clients and store all activities, meetings, trades, etc including MS outlook sync. Stay on top of your client history and find relevant information within seconds. Securely store and manage sensitive documents to save time for compliance and audits. Client life cycle management made easy.

Private market data

Monitor and report all your real estate, private equity, art, and similar investments on our platform. Alternatively, Our open architecture allows for integrations with 3rd party platform.