Solution · Stock & Investment
Equities, ETFs and long-term wealth — operationally.
For stock platforms and investment firms: investor onboarding, suitability, subscriptions, periodic statements, plus the same trading-grade ops stack.
Investor portfolioBALANCED · 3M
AAPL28%
MSFT22%
VOO18%
NVDA14%
BND10%
Other8%
1Y return
+18.4%
Dividend yield
2.1%
Beta
0.94
Sharpe
1.82
What's included
Built for the long-hold investor as much as the active trader.
Investor onboarding
Suitability, appropriateness, source-of-funds and tax forms (W-8/W-9, CRS).
Recurring deposits
DCA-style scheduled deposits and subscriptions.
Periodic statements
Monthly, quarterly, annual statements with tax-shape exports.
Equity & ETF symbols
Symbol management for cash equities, ETFs and fractional shares.
Dividend handling
Dividend declarations, withholding tax, statements.
Portfolios & goals
Trader portal supports goal-based investing, target portfolios, risk profiles.
Compliance for wealth
MiFID II suitability, US Reg BI, ASIC, FCA.
Advisor seat
Optional advisor user role with portfolio recommendations.
BI for wealth
AUM, net inflows, churn, advisor performance.