Platforms & Providers
Platforms and providers need to differentiate to stay competitive. With over 180 firms including 27 of the Citywire Top 100 we can put your service in front of the most technologically advanced financial firms on the planet.
Our Platforms & Providers benefits
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Our goal is to remove the friction, making it as easy as possible for our firms to use your service and drive your AUM growth.
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To get started we can deliver your investment valuation and transaction data on an overnight scheduled service to update client holdings. We can also securely automate the delivery of your platform reports to the end client.
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We can deliver straight through processing with automated account opening, rebalancing, top-ups and withdrawals, in fact the opportunities to make it easy for our firms to efficiently access your service are endless.
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And with over 50 platform, provider and back-office integrations already delivered talk to us about how you'd like to position your service with our growing client list.
You're in good company
Come aboard and let's make the world of financial services more efficient, together.
We integrate with over 50 platforms, back office systems, and collaborative tools
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.