Tools for professional managers
Portfolio optimization, risk analysis, and client reporting tools designed for asset managers, wealth advisors, and family offices.
Professional portfolio tools
Everything you need to manage client assets
Portfolio Analytics
Deep analysis of holdings and allocations
Risk Management
VaR, stress testing, and scenario analysis
Compliance Tools
Automated compliance monitoring and reporting
Client Reports
White-labeled performance reports
Benchmarking
Compare against indices and peers
Multi-Asset
Stocks, bonds, alternatives, and more
Streamline your workflow
End-to-end solutions for asset managers
Research & Analysis
Screen securities, analyze fundamentals, and identify opportunities with comprehensive market data.
Portfolio Construction
Build optimized portfolios with asset allocation, rebalancing, and constraint management tools.
Trade Execution
Execute trades efficiently with multi-broker support, order routing, and best execution analytics.
Reporting & Review
Generate client reports, performance attribution, and compliance documentation automatically.
Powering the best asset managers
Join hundreds of firms managing billions in assets
Manage more with less
Our platform helps asset managers reduce operational costs while improving client service and investment performance.
Ready to scale your practice?
See how our platform can help you manage more assets, serve more clients, and grow your business.
- Personalized demo with your data
- Implementation timeline & pricing
- Integration with your current systems
- Training and ongoing support plan