On your subdomain.
Following your branding guidelines.
Implementation and full support from our side.
Bespoke and premium white-label platform.

Our world-class engineering team constantly updates our platform so you'll always have access to the latest security technology.

Encryption;
API security;
2FA;
Data backups;
Database protection.

Don't send lengthy PDFs for clients to fill out, with explanations back and forth. Make everyone's lives easier.

Clients submit documents through the platform with provided guidelines, instructions, and templates.

Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information.

Up to 90% of subscription, redemption forms, and other standard fund documents are pre-filled automatically with existing data.

Keep all documents of your clients in one place.

Download all the documents in a structured and standardized format when needed (eg. for audits, compliance checks, etc.).

The Platform tracks expiry and validity dates and automatically reminds and nudges clients to update necessary information.

Streamline communication through the platform to keep everything structured.

Use email only for important communication.

Everything for your clients' convenience.

Get custom portfolio reports and dashboards to keep your clients up to date.

Stick only to a web platform or also get a custom app for iOS and Android.

We can help you with both Scheduled reports via a calendar and reminders
Track event-triggered reports with bi-weekly check-ins:

- Up to 90% of reports content is filled out automatically;
- Complete additional information through the platform manually;
- Export submission-ready PDF for MAS CeL.