Create and manage Clients Portfolios with an extensive set of Portfolio Construction Tools.

INVESTMENT PLANNING

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Client Onboarding

  • Seamlessly onboard new clients and kick start their investment portfolios

01

  • Create or leverage on preset Model Portfolios using our unbiased engine

Portfolio Management

02

  • Allocate appropriate weights to assets selected

Asset Selection

03

  • Select and allocate funds to products, analyse using various criteria and ratios

04

Order Log Book

  • Keep record of transacted units and prices

Learn more about the platform by finding out client specific features or Contact Us

Other Solutions

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