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.
Seamless MIFID II ex-post costs and charges reporting that provides complete performance transparency for clients.
Projected future outcomes that are closely aligned to real-life account activity.
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.
Rebalancer
Rebalance portfolios with confidence and improve client outcomes.
Back office tools
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SSAD
Create a single consistent, reliable source of asset and platform data across your business.
Create, maintain and allocate charge rate cards with ease.
Toro
Exceptionally fast calculations of complex fees and charges.