Complete Asset Control and Client Insight​

Wealth Management

Custodial Integration

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


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

Market Data Feed

Automatic price and security information feed from Six Financial Data.


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

CDD Checks

Wealth managers can perform instant CDD checks from the WMS Dashboard

Fix Connection

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.

Coming Event

Future of Wealth Management Event - ESG Inside on
30th June 2022