The ideal solution for Brokerage Firms
Leverage our Technology to optimize your intermediation needs
Consolidate your leadership position with solutions that optimize your daily operations, everything from client onboarding to portfolio management, Reporting and RTO. React faster to market needs and elevate your services to the next level.
ADVISORY SERVICES
DISCRETIONARY MANAGMENT SERVICES
PORTFOLIO MANAGMENT SERVICES
REGULATORY COMPLIANCE
CUSTOMER LIFECYCLE MANAGEMENT
ORDER MANAGMENT SERVICES
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
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Create hierarchies, assign roles, manage access control, and configure appearance, country, languages…
Group accounts and portfolios
Multiparameter risk profile configurations and analysis
Manage your Master Data Sheet and product lists
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Adapt the depth of the report for each client
Add multiple custodian or family unit accounts
Customize the format and content of the report
Automate the generation of reports for all your clients
Manage and transmit orders with RTO
Reception and transmission of orders
Manage and transmit orders with RTO
Reception and transmission of orders
Emit subscription, redemption, and fund transfer orders
Emit buy and sell orders for stocks, deposits, and fixed income
Generation of standard tickets and management of the order lifecycle
Order book
Automate Discretionary Portfolio Management with MANAGE
Discretionary Portfolio Management
Automate Discretionary Portfolio Management with MANAGE
Discretionary Portfolio Management
Customize management according to the mandate of each contract
Multiply your efficiency with rebalancing and massive operations
Sophisticate your strategies through building blocks
Control your management to the millimeter with tailored alerts
Connect with your clientele with our PORTAL
Customer Web Portal
Connect with your clientele with our PORTAL
Customer Web Portal
Interact with your clients via our customized web portal
Enhance the operational autonomy of your clients with our platform
Keep your clients informed about their portfolios and investment proposals
Revolutionize your customers’ experience with access to an exclusive digital channel
Customers like you who have hired us
