The platform for managing complex wealth.
What we do
Single point of view
Have one platform for tracking all of your wealth, including managed investments and private assets.
Help manage your investments
Oversee and monitor your investments to drive better performance, lower costs and reduce risk.
Co-ordinate with your adviser team
Assign and track tasks, share relevant information, and reduce the time burden of managing complex wealth.
Identify new opportunities
Industry wide information flow, pre-vetted investment options, and collaboration with other wealthy families.