Empower your relationship managers

Improving their productivity is key to growing the depth and breadth of the offered services to your HNWI. Provide them the best intelligence and insight, to analyze, monitor and execute with confidence in real time.

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Life Cycle Management

Monitor your portfolios and assess risk

Provide your team with the best insight to help them build, monitor, alert, share and ensure efficient portfolios. Offer your team the tools needed to deliver faster, more reliable, and customized advising and analysis their HNWI.

Investment Opportunities

Create, find, discover and compare prices of the latest trends in Structured Products

Let your team become expert by giving them the possibility to compare prices in just 2 minutes thanks to the automation of the Price Discovery process using direct integration with Issuer pricing tools.

Click & Trade Experience

Better serve your HNWI

Making the Full quoting process simpler ensures streamline operations, scalability and transparency while allowing your team more time to serve the HNWI of your Private Bank.

Empower the relationship between your RMs and your Trading Desk

Offer your team a fully integrated solution to generate significant time savings, improve efficiency, avoid communication gaps between your team at every stage of the process.

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