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:
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Investment goals and restrictions
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Asset allocation
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Performance, exposure and asset overview
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Risk analytics
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Model portfolio rebalancing and ordering
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Multi-custody consolidation and transaction handling via FIX
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Support for non-bankables, such as private equity