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.
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.