Build and personalise model portfolios

Either create your own or choose from templates operated and maintained by investment consultants

Simple, intuitive portfolio management including automated mass client consent and execution scheduling

  • Run your own

    Build and run your own portfolios in-house

  • Pick from others

    Select portfolios from investment consultants

  • Automate

    Get client consent en masse

  • Schedule

    Execute portfolio amendments on your preferred timetable

Amending your investment portfolios has never been easier

  • Amend a strategy

  • See all clients linked to the strategy

  • Request approval from all affected clients with one click

  • Clients receive an email with simple instructions

  • Clients log in to their account to review and approve the amendment via DocuSign

  • The amendment/s are executed

See for yourself. Book a demo.

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