Introduction

Wealth Portal is your white label, cloud-based web application.

Your Wealth Portal empowers end-clients to access portfolio information, share documents, and facilitate seamless communication.

Manage portfolios of any complexity

Easily view and manage portfolios covering:

• Investment goals and restrictions

• Asset allocation

• Performance, exposure and asset overview

• Risk analytics

• Model portfolio rebalancing and ordering

• Multi-custody consolidation and transaction handling via FIX

• Support for non-bankables, such as private equity