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Create and manage Clients Portfolios with an extensive set of Portfolio Construction Tools.
INVESTMENT PLANNING
Client Onboarding
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Seamlessly onboard new clients and kick start their investment portfolios
01

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Create or leverage on preset Model Portfolios using our unbiased engine
Portfolio Management
02
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Allocate appropriate weights to assets selected


Asset Selection
03
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Select and allocate funds to products, analyse using various criteria and ratios
04
Order Log Book
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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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