A single platform that carries an investor from first contact through to ongoing servicing and reporting. Onboarding, portfolio accounting, fund administration and trading share one data model, so positions, cash and NAV reconcile without a spreadsheet in the middle.
Capital Markets & Wealth Management
Wealth & Capital Markets Platform
Digital onboarding, investor servicing, portfolio and fund administration, and trading — unified into one platform for asset managers and capital market participants.
Key capabilities
- Digital KYC/AML onboarding
- Investor portals and self-service
- Multi-asset portfolio accounting
- NAV calculation and fund administration
- Order and execution management
- Regulatory and investor reporting
Also in this practice
Capital Markets & Wealth Management Technology
Investor Onboarding & Servicing Suite
Digital KYC/AML onboarding, investor portals, and self-service servicing for asset managers, fund administrators, and wealth platforms — built to compress onboarding timelines without cutting compliance corners.
Explore the platformPortfolio & Fund Administration Platform
Multi-asset portfolio accounting, NAV calculation, fund administration, and investor reporting for asset managers and fund administrators operating across multiple jurisdictions and asset classes.
Explore the platformTrading & Order Management System
Low-latency order routing, execution management, and post-trade reconciliation for capital markets participants — designed for throughput, auditability, and regulatory reporting.
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