Institutional Advisors
Full Solution with investor onboarding and tracking of investment documents
HNW Investors and Family Offices
Automated solution for HNWI and Family Offices
Professional Managers
Create white-labelled but highly customized portfolio sleeves with the appropriate licensing arrangement
Seamlessly digitze your portfolio
Using Genisys, a powerful AI engine that automates real-time rebalancing and enhances personalization through neural networks.