Investment & wealth management
We build portfolio platforms, performance reporting and investor portals with real-time data for asset and wealth managers, giving investors transparency and portfolio managers time back.
What usually slows this sector down.
Portfolios, performance reports and investor portals with real-time data.
- 01
Manual reporting
Performance reports compiled from many sources.
- 02
Transparency expectations
Investors who want to see their portfolio now.
- 03
Fragmented market data
Prices and positions from many parties.
- 04
Compliance
Suitability, limits and ongoing monitoring.
What we build for investment & wealth management.
- 01
Portfolio management
Positions, allocation and rebalancing.
- 02
Performance reporting
Returns and benchmarks, automatically.
- 03
Investor portal
Portfolio, documents and live statements.
- 04
Data aggregation
Prices, custodians and banks in one place.
- 05
Client relationship tools
Client files, meetings and recommendations.
- 06
Compliance monitoring
Alerts when limits are breached.
Security and compliance.
Controls we apply in this sector on top of our usual security standard.
Strong investor authentication and session monitoring.
An audit trail for every order and change.
Encrypted documents and statements.
Questions from your sector.
Does it integrate with custodians?
Yes, through custodian files or APIs and market data providers.
Can reports carry our brand?
Yes, in Arabic and English with a design that fits your brand.
Is the data real time?
Depending on the source: live for available prices, daily for custodian positions.
Write to us and a person from the team replies directly.
Let’s talk about your investment & wealth management project.
Tell us how you work today, and within one business day we reply with what we suggest building first.
From Egypt to Saudi Arabia, the Gulf and the world.