Portfolio Management

"Portfolio and operations teams often spend more time wrangling data and reconciling trades than driving investment performance."

Our Portfolio Management System empowers users with precision, control, and scalability. From reviewing holdings to model portfolio creation to intelligent rebalancing, we provide the infrastructure to manage portfolios with confidence and elevate decision making.

Plan & Build with Confidence

Model Portfolio Management

Create, customise, and maintain model portfolios that align with your investment philosophy and scale consistently across accounts.

Detailed Allocation Insights

Drill into asset allocation by portfolio, currency, sector, and more to identify imbalances and uncover new opportunities.

Comprehensive Portfolio View

Access up-to-date holdings, transactions, and exposures - giving you complete oversight and faster decision-making.

Monitor, Rebalance & Optimise

Intelligent Rebalancing

Rebalance portfolios based on deviation criteria - automating execution while maintaining control.

Comprehensive Performance Tracking

Track realised and unrealised gains, benchmark performance, and analyse returns with precision in one central view.

Transaction Oversight

Review transaction history across accounts to ensure accuracy, compliance, and transparency at every step.

Portfolio Management

Monitor, Rebalance & Optimise

Struggling to monitor it all?

Let's simplify, modernise & take control.