Our Private Wealth solution supports private client advisers operating within advice provision, discretionary management, and execution services with an online desktop tailored to their client and workflow requirements.
Private Wealth combines comprehensive portfolio management and execution with client management tools to produce a tailored environment to suit your business processes and mandates.
With multi-currency and multi-asset class support, Private Wealth gives you a complete view of your client investments and all the tools to manage them.
Adviser desktop
Integrated online desktop for portfolio managers and private client advisers operating within advice provision, discretionary management, and execution services.
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Modelling and orders
Compare portfolio holdings against pre-determined model holdings for any asset type in any currency. Dynamic connectivity for order generation and trade allocation ensures a fluid and transparent end-to-end process.
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Portfolio management
A portfolio solution that allows investment managers to design, construct and manage simple to complex portfolios to suit the discretionary needs of their private wealth clients.
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