Buy-Side Platform

A modular, profoundly scalable, integrated buy-side asset management service that can manage portfolios through the full lifecycle of a trade.


To help reduce the high technology cost of starting, growing and maintaining a fund and helping our clients become an enterprise with our industry expertise and platform.

Standardizing workflow, processes and solving the technology problem, we can assist you through your investor due diligence with our services.

Leveraging experienced industry professionals, best of breed technology and security practices, our products have a minimal footprint, meaning there is no infrastructure or software to install. Full access to your data which is safe, secure and redundantly available to you at any time.

The platform consists of, but not limited to asset management, fund, portfolio, risk, research, order, execution, connectivity, reconciliation, and reporting management services.

Trading Technology
Fund Services