Clients

We have excellent working relationship with global private banks, leading asset management companies, boutique investment managers, wealth managers, RIAs, multi-family offices and custodians representing over $50 billion of assets on our software platform. Our client base shapes our reputation:

Consistent Approach

Consistent and long-term approach to building software products

Focus

Focus on product usability, quality and reliability

Support

Ability to provide mission critical support

Happy and Satisfied Clients

Our clients include global private banks, leading asset management companies, wealth managers, multi-family offices, alternative investment fund managers and custodians.