Full suite of Financial Advice capabilities and tools coupled with Advice Document generation governed by world's first integrated in-line compliance.

Comprehensive broking and research workbench integrated with the world's leading broking settlement engines.

Collect all your clients' information electronically and seamlessly submit. Use the power of the Salesforce workflow engine to track and expedite application completion and loan drawdown.

Use the Portfolio Management capability to maintain non-complex portfolios made up of listed and unlisted assets and analyse the portfolio performance across multiple dimensions.

Manage a single client file for all Accounting requirements and interface with the world's leading accounting platforms for integrated cash flow, tax and reporting capabilities.

Integrate your client's financial position, use the requirement tools and interface with leading Legal platforms to securely manage all elements of Estate Planning.

Maintain all investment leads and investors on a single platform. Incorporate all valuation and corporate action capabilities whilst maintaining all investment documentation.

Manage client applications, insurance products and interface with leading insurance product manufacturers.

Maintain a list of existing and potential donors and integrate with the Asset Management functions of the platform to manage fund deployment and performance.

Maintain a single client file across your organisation while enabling multi-service lines to operate within the same platform.