Efficiency

• We provide for advisory firms the infrastructure they need to achieve a high level of efficiency and cost savings in fund dealing, transactions and administration

Simple

• Advisory firms only need to work with us to manage fund dealing and administrations with the various fund houses 

Low initial system setup cost​

• Our online platform also takes care of advisor’s back office duties, easing them from any capital costs in administration system 

SUPPORT FROM THE HEART

We standby to listen to advisor’s needs, creating timely, proactive and
responsive support