Tailored packages

Catering to varied investment management scenarios with tailored solutions and flexible customisations to ensure every financial strategist finds a solution perfectly attuned to their unique needs and objectives.

Discounts available for yearly (up-front) payment. For more information and pricing contact us to request a demonstration for detailed pricing.
DATA AGNOSTIC REPORTING
Hedge Funds
Fund of Funds
Multi-Asset Managers
Superannuation Funds
Fund Administrators
Family Offices
PRE-BUILT INTEGRATIONS
Asset Consultants
Investment Advisors
Separately Managed Accounts
Managed Discretionary Accounts
Platform Providers
MONITORING & IN-DEPTH ANALYSIS
Dealer Groups
Stock Brokers
Financial Planners
Asset Consultants
CUSTOMISED ANALYTIC RESEARCH REPORTS
Ratings Agencies
Investment Research
Basic
SUITED FOR
Startup single fund
• Portal & Commentary Access
• 1 x Whitelabel Report
• 2x Sub Report templates
• Self data management
Full Attribution
SUITED FOR
SMA Managed Account structures with multiple risk buckets
• Portal Access
• 5 x Whitelabel Reports
• Full Portfolio Attribution
• Multiple Sub-Reports & Templates
• Widget embeds
• 2hrs data management
Advanced
SUITED FOR
Managers with multiple mandates
• Portal & Commentary Access
• 2x Whitelabel Reports
• Multiple Sub-Report Templates
• 1hr data management
Enterprise
SUITED FOR
Asset Consultants with multiple client platforms 
• All included plus
• Team Portal Access
• Commentary Plugins
• Committee Pack
• Data Warehouse Integrations
*Discounts Available*
Model Portfolio*
SUITED FOR
SMA Managed Account structures with multiple risk buckets
• Portal Access
• 3-6x Whitelabel Reports
• Multiple Sub-Reports
• Platform Integrations
• 1 Hr Data Management
*ADD-ONS AVAILABLE, qUARTERLY REPORTS, ADVICE DOCUMENTS