Supports self-service, advisor-led and discretionary work flows
Onboarding of existing investments
Admin Portal
Full control and overview of your client base
Fund raising management & tracking
Segmentation and access right management
Your own secure and encrypted database
Onboard existing client investments
Portfolio Analytics
Scenario modelling and forecasting
Portfolio and investment program construction
Portfolio liquidity management
Risk analytics
Our Tech
“We build software that's overly powerful yet uniquely simple. Our cloud-based architecture is built to scale with clients over time and provide seamless integration via plug-and-play APIs and white-labelling.” Oliver Dolan ROYC Chief Technology Officer