Forget spreadsheets. Connect directly to managers and service providers for instant news and performance updates, mix instruments from different asset classes, find the best strategies and services providers - everything you need is there to help you focus on finding the best investments for your needs.

Become a critical connecting link between your clients and investment providers. Instant performance updates, data and document sharing without cumbersom emails with multiple attachments, streamlined portfolio research and constuction just for the client needs - all in one tool. 

Provide performance updates directly to your clients, stay in contact, share research and market updates, build a relationship and receive allocation orders all within one consistent interface! Help investors to pick YOUR fund out of thousands.

Connect your investors to your products, receive updates from managers, track peer groups, benchmarks, and markets. Create industry-grade reports, share your research and DDQs, keep track of your managers - all in one tool. Make it easy for your clients to research and invest in your products.