Technology

We are powered by Collidr, our digital investment partner. Collidr drive our process with next-generation, intelligence-led technology, building our state of the art, outcome-based portfolios through a tightly controlled, risk focussed framework.

We use straight-through processing (STP) to automate our operations. Our open API architecture is designed to integrate with your existing framework seamlessly helping you expand functionality or as a stand alone application.

Receive clear automated reporting directly to your systems with STP. Through our client portal, interactive performance dashboards allow clients to check on the development of their investments at any time with real-time reporting.

All information is held in Microsoft Cloud technologies which uses multi-factor authentication (“MFA”) and integrating end-to-end security solutions with Azure network security.

Your data is always encrypted, Transport Layer Security (Encryption-in-transit) safely transports your data and is stored fully encrypted at rest too.

Using our pioneering digital application, it only takes a few minutes for your customers to define their objectives and complete the risk assessment that will help find the optimal portfolio.

We are platform and custodian agnostic allowing us to work with a range of global providers. We use investment platforms to trade and provide custody of the assets. We construct portfolios using the institutional share class where possible.

We offer entire client lifecycle solutions that can be integrated into your existing framework. Our software manages a broad range of operations and compliance functions such as KYC & AML verification, risk profiling, suitability and reporting.

We carry out detailed client due diligence digitally, speeding up the onboarding process without ever compromising on AML compliance. Furthermore we have an integrated ID&V solution to verify the identity of customers in real-time.

Your data is always encrypted, Transport Layer Security (Encryption-in-transit) safely transports your data and is stored fully encrypted at rest too. Encryption uses cybersecurity to defend against brute-force and cyber-attacks, including malware and ransomware.

Going beyond standard two-factor authentication (2FA), our MFA is designed to ensure that only the right users are accessing the right data at the right time, without unnecessary added complexity.

Using multi-layered security provided by Microsoft and Microsoft Azure. All data is held in the cloud built with customised hardware, integrated security controls and added protection against threats across identity, data, networking, and apps.