Portfolio management, trading and reporting in one platform.

The investor platform your admins, distributors, IFAs and clients share — from valuation to statement.

Portfolios in one viewHoldings, transactions, cash reserves and valuations for every policy.
Scoped to your bookDistributors and IFAs each see only their own network of clients.
Controls built inRole-based access, KYC-gated onboarding and a full session audit trail, which includes security logs.

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