History & Innovation

Leading from the start

Innovation is in our DNA

Through technology, we have taken a highly complex and time-consuming process and simplified it. Big time. We’ve taken a revolutionary approach to a totally disrupted market. Our platform solution is so good that it’s grown in usage across the globe to almost 1,000 financial institutions and over 500,000 investors.

Since 2001 we have crafted and optimised our technology in collaboration with financial professionals, to build the ideal next-generation platform that provides a great client experience.

Your entire client list can enjoy the benefits of managed accounts, with or without custody, for investment and retirement savings and support the variety of tailored advice strategies you develop across your client base. For example, you can see all your portfolios in the one place. Your clients can see all of their investment assets in one place and for custodial solutions, every portfolio of every client is automatically kept in-line with its investment strategy by our world-class rebalancing engine.

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