Scale and Functionality
We provide an end-to-end outsourced service spanning the digital user experience, front-office client, account and portfolio management, through to back-office trade execution, settlement and investment administration.
Appropriate solutions are enabled for all client demographics from ultra-high net worth to mass market. We enable seamless investment in a full range of asset and liability classes spanning many markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.
The scale of our operations generates significant economies that, in turn, drive down the cost to serve for our customers and their clients. In simple terms, our strategy is to offer a low-cost, high-quality alternative to having to constantly invest in reinventing your own wealth management infrastructure.
We help our customers to:
- Reduce costs and complexity in their wealth management operations through outsourcing to a large scale highly automated service provider;
- Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients; and
- Deploy highly scalable yet personalised investment solutions for their clients.
Our digital first approach and experience in developing, building and implementing wealth platforms has driven significant investment in technology innovation, enabling our partners to grow assets quickly and safely. Our market-leading wealth-management service platform, technology and investment processing capabilities deliver better service outcomes by:
- Enabling cost effective individualised wealth management solutions
- Allowing investors instant access to a single view of their wealth, their documentation and their funds’ performance through a single online portal
- Providing innovative ways of engaging clients and supporting them through their full financial life journey