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Our Clients

Brokerage

Gaia puts at your disposal all the tools needed

to efficiently monitor your clients' portfolios, define workflows and constraints by clients and automatically and communicate with your clients.

Asset and Liabilities Management

(all security types, all currencies)
(all security types, all currencies)

A dedicated CRM to keep track of all customer interactions

Automatic SMS and Emails to keep your clients up to date

Order Management System

(with rebalancing, fix protocol, etc.)
(with rebalancing, fix protocol, etc.)

Valuation and Performance metrics calculations

Legal constraints management

(ex-post and ex-ante)
(ex-post and ex-ante)

Investment thesis management

(user-defined ex-ante and ex-post management constraints)
(user-defined ex-ante and ex-post management constraints)

Send and receive SWIFT messages

Easily manage all your corporate actions notifications

Detailed reportings

(in different formats such as Excel and PDFs)
(in different formats such as Excel and PDFs)

A connected and interfaced tool, access to Web APIs and to an open SQL database Schema

Management Fees schemas

Setup your clients buying power and leverage trading limits and rules

to efficiently monitor your clients' portfolios, define workflows and constraints by clients and automatically and communicate with your clients.
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Family Offices
Custody Managers

Contact Us