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Our Clients

Family Offices

All what you need to incorporate and monitor your investment strategies

and efficiently and automatically communicate investments and performances. Here is a non-exhaustive list of the key features:

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

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)

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

and efficiently and automatically communicate investments and performances. Here is a non-exhaustive list of the key features:
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Custody Managers

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