Complete Asset Control and Client Insight

Wealth Management
Software

Custodial Integration

Bank connections ensure that portfolios are up to date & reconciled.

Watchdog

Constant monitoring of debit positions, asset allocation, risk profile & missing prices.

Market Data Feed

Automatic price and security information feed from Six Financial Data.

Insights

Client portal provides daily portfolio, transaction, performance & allocation information.

Wealth managers can perform instant CDD checks from the WMS Dashboard

Generated orders as a result of a rebalancing process can be submitted to the custodians through a FIX connection.

Client reporting, Management Information & Regulatory reporting.