Access the next-generation investment management platform from the palm of your hands and track your portfolio on the go with real-time notifications, mobile-tailored dashboards and access to your latest reports.
Start instantly with the home dashboard:
Kickstart your day with a home dashboard that surfaces your latest AUM, key performance metrics and any unresolved limit breaches within your portfolio.
Take action on the go:
Act on limits breaches, assign tasks to your colleagues and set your own reminders, right from your pocket.
Access your reports safely and securely:
Easily retrieve your favourite reports, so you can analyse trends and quickly uncover insights from your mobile device.
Stay informed with notifications:
With custom push notifications tailored to your own workflows, you can receive updates about limit breaches, outstanding tasks and new reports while on the go.