The OS for Modern Investment Management.
Engineered for RAs, PMS firms, and institutions. Our platform provides the complete infrastructure to manage multiple client accounts and execute strategies at scale.
Your Central Command Center
Securely manage your entire operation with institutional-grade tools and oversight.
Core Capabilities
- Complete OS for RAs & PMS Firms
- Secure Client Onboarding
- Real-time Portfolio Tracking
- Automated Fee Calculation
- Comprehensive Audit Trails
Engineered for Scale and Security
Centralized Control
Manage all your clients, sub-brokers, and their strategies from a single, intuitive dashboard.
Hierarchical Security
Implement granular, role-based permissions to ensure data security and operational integrity.
Multi-Broker Integration
Seamlessly connect and manage accounts across a wide range of supported brokers.
Ready to Scale Your Business?
Stop managing, start growing. Let our infrastructure handle the operational complexity so you can focus on what you do best.