Our wealth management solutions

Redefine what’s possible.

High-performance solutions that transform the way you do business

Our sophisticated solutions help your organisation break through complexity, quickly adapt to change, and deliver excellent client outcomes.

Regulatory tools

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Meet MFID II requirements for 10% discretionary reporting while providing added value for clients.

Seamless MIFID II ex-post costs and charges reporting that provides complete performance transparency for clients.

Intermediary tools

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Perform powerful cost-base calculations and optimise capital gains tax allowances.

Fast, accurate and detailed insights into portfolio performance.

A complete model portfolio services (MPS) management software that helps both financial advisors and discretionary fund managers.

Back office tools

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Create a single consistent, reliable source of asset and platform data across your business.

Charge Def
Create, maintain and allocate charge rate cards with ease.

Exceptionally fast calculations of complex fees and charges.

Are you ready to do things differently?