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What makes our online fund platform unique is a variety of services which help financial advisors to focus on the main objective: maintaining a first class client relationship. For example, our offering includes the provision of letter templates for use in mailings, personalisation of forms and real-time online access to the client’s portfolio. We have also created a 24/7 online access for the end-client with user-friendly navigation.
For Institutional Investors, we offer a large number of fund products, which can be effectively offered to end clients. Our robust transaction processing together with clearing and settlement are fully automated, capable of supporting very large volumes. For order placing, we offer a number of options, such as our proprietary online system MoventumOffice, SWIFT and file transfer.