Best-in-class, cloud-based software built exclusively for tax-efficient investments
A complete front to back-office technology solution for tax-efficient investments allowing you to fully digitise and streamline your business.
Fully digitised and regulatory compliant investor on-boarding
Strong permissioning rules to maintain complete control over access to investments and data
Transactional functionality and reporting, down to portfolio company level
Immediate access to full and complete management information
All our technology is developed and continuously improved in house, allowing us to build tailored solutions to fit your business needs
Dedicated adviser, investor and accountant portals with rich in-depth portfolio reporting functionality
Provide digital access to your advisers and investors to their entire back book of historic investment data and documents.
Simple investor onboarding
Investor documentaion and reporting
Fully digital investment processes
White label software
Back-office and CRM integrations
Fully compliant processes