Our wealth management solutions
Redefine what’s possible.
High-performance solutions that transform the way you do business
Our sophisticated solutions help your organisation break through complexity, quickly adapt to change, and deliver excellent client outcomes.
Regulatory tools
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TierDrop
Meet MFID II requirements for 10% discretionary reporting while providing added value for clients.
CoCa
Seamless MIFID II ex-post costs and charges reporting that provides complete performance transparency for clients.
Seamless MIFID II ex-post costs and charges reporting that provides complete performance transparency for clients.
Intermediary tools
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Cobalt
Perform powerful cost-base calculations and optimise capital gains tax allowances.
Insight
Fast, accurate and detailed insights into portfolio performance.
MPM
A complete model portfolio management tool that helps both financial advisors and discretionary fund managers.
Back office tools
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SSAD
Create a single consistent, reliable source of asset and platform data across your business.
Charge Def
Create, maintain and allocate charge rate cards with ease.
Create, maintain and allocate charge rate cards with ease.
Toro
Exceptionally fast calculations of complex fees and charges.