Customer portal

Let your end customers log on to manage their accounts and their activity in the customer front end.

Customers can view and manage their positions, orders and browse among the products that you are offering.

Holdings analytics

Analyze portfolio holdings according to categories and properties that can be managed in the admin interface.

MiFID II compliant with cost reporting

Be fully MiFID II compliant with regards to reporting total costs and charges to customers for their investments.

Advanced and simple reports

Customers can get real time reports from advanced activity reports and simple account statements.

Questions?