Investment
Management
Platform
Platform Features
Broker House Portal
Manage all your brokers and their clients in one place. Get an overview of how your broker house is performing.
Broker Portal
Brokers have their own portal to log in to and manage their client accounts and performance
Investor Portal
We provide you with a bespoke login portal for your investors where they can manage their portfolios as well as draw statements and other reports.
Admin Management
Our admin management system gives you the capability to create your own investment products in a variety of classes. Here you can also manage and view your investors, brokers and broker houses as well as manage what they see and have access to
Marketing Module
Send emails and whatsapp communication to all your clients from a safe and secure mail server. Track your marketing emails’ performance and your client’s interaction with your communication.
Product/Instrument Management
Create and setup products in different asset classes. Manage the profit payout schedule as well as all the administrative aspects of your products. Get an overview of how each product is performing over time.