Consolidate Multi Asset Portfolios

Problem

Investing globally results in multi-currencies, multi-exchanges and multi-counterparties.
Consolidate multi asset portfolios and get access to a single view of a portfolio across assets, currencies, exchanges and counterparties.

Implication

Obtaining a consolidated view of a global portfolio can be overwhelming if done manually.

Our Solution

We offer a single view and integrate with a broker offering global execution, custodial and settlement solutions.

How Our Superior Approach Helps You

01.

Serve your clients' global investment needs and allow them to fund their accounts in multiple currencies and trade assets denominated in multiple currencies.

02.

Choice of account base currency with automated FX conversion for non-base currency trades.

03.

Save time and hassle from dealing with multiple parties and investment solution providers.

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