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Technology
Enterprise-grade, highly secure, modular technology solutions from the investment office to the advisory team
Access our technology through powerful web applications or integrate features directly into your systems via our APIs.
Capital Market Views & Analysis
Market outlook
Scenario analysis
Investment Solutions Management
Model portfolios
Integrated institutional data
Asset allocation optimisers
Forward-looking returns algorithm
Client Wealth
Advisory
Monte-Carlo simulation
Goals-based client portfolios
Reporting
Attribution
Client management
Dashboard
Client Profiling
Direct Indexing
Dashboard
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Interested in our tech?
Speak to our team
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