Pull every portfolio, custodian and entity into a single, reconciled picture, so you always know exactly where your clients stand.
Holdings, transactions and balances from every custodian, brought together and reconciled daily.
Move from a firm-wide roll-up down to a single holding without switching tools.
Live positions and valuations, so the number you quote is the number that is true.
A 30-minute working session where we open the platform and walk through it with your firm in mind.