Services
Each capability below is a working part of the client portal, built to give you one clear view of everything you hold.
Link brokerage, exchange, pension and cash accounts in a guided three-step flow. Positions are imported into one schema with institution, mask and last-sync state.
Stocks, ETFs, crypto and cash side by side with quantity, price, cost basis, market value, weight and unrealised gain across every linked account.
Twelve months of portfolio value against a blended benchmark, with 3M / 6M / 12M windows, contribution detail and drawdown context.
A cash reserve with deposits, a full transaction ledger and running balances, so outgoing transfers have somewhere to draw from.
Outgoing transfers capture beneficiary, bank, country, SWIFT/BIC and IBAN, plus a settlement window of 1–30 days with a calculated expected value date.
A currency board covering USD, EUR, CNY, GBP, JPY and more, alongside a global equity board with region filters and a display-currency selector.
Release control
Before a wire is marked completed, an operations reviewer generates and verifies three separate codes. This enforces the segregation of duties a payment desk should apply.
TAC
Transfer authorisation
Confirms the client instruction has been reviewed.
CCC
Compliance clearance
Records that screening checks were completed.
FSC
Final settlement
Releases the wire into the settlement window.
Sign in to review balances, holdings, wires and statements in one place.