Wealth Management Suite
Empowering wealth managers to go digital
The idea was to create intelligent, powerful, flexible and real-time solutions for wealth managers to prepare them for the digital age.
Risk Analytics Hub
Real-Time and Historical Performance
Performing due diligence on trading strategies offered to clients is a costly process as the information is not easily verifiable and is presented in archaic formats, often on a monthly basis. The Risk Analytics Hub allows wealth managers to analyse and monitor historical and real-time holdings of trading strategies and make informed recommendations to clients.
Money Manager API
Access trading strategies run by global money managers
A new breed of money managers are using quantitative algorithms to trade the financial markets. Our technology picks up their trades real-time and executes them at the venue of choice. Wealth managers use our APIs to gain access to FX, Commodities and Equity trading strategies run by global money managers and use it to run client money
Real-time strategy enforcement
As clients start to favour transparency and managed accounts, there is a need for wealth managers to adopt flexible and regulatory compliant trade replication solutions. Our Trade Replicator can accommodate to various lot management types, cater to client requests for real-time allocation changes and enforce strategy and portfolio level stop-losses.
Automatically net off matching flows
Wealth managers who process a large number of tickets can boost profitability by using our matching engine to net off matching flows. Our FIFO based algorithm supports different order types, performs pre-trade risk management, post trade registration processing and comes with a webbased frontend.