your benefits
Accelerate your future advisory and look beyond
the tradtional 60/40 portfolio for your clients.
Exclusive Access
Curated access to alternative asset providers from all over the world for your clients
Advise individually
Regulated and automated target market
comparison between clients and issuers
Single Onboarding
Seamless and time efficient registration,
KYC & fact find onboarding process
Reduced Liability Risk
Standardisation of investment documents
and pre-completed declaration of suitability
Digital Subscription
Enable clients to have a paperless, location-independent and time efficent digital sign-up
Reporting, Documents
Automated creation of reports and
tax certificates across all assets
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