The platform provides a window for end clients into all the private investment opportunities your institution can offer. Provide your clients a window into all the private investment opportunities your institution can offer.
Tailored opportunity views for clients based on appropriateness, and prioritised based on preference creates a personalised client experience.
Web and mobile. Easily integrated so client and advisor can access any time, anywhere.
Complete back end opportunity distribution system, with notifications, client management modules and internal connectivity to ensure the institution is in control of their private market offering.