Audiences
Built for private asset owners and professional managers.
Private
Family Offices &
Family Offices &
HNWIs
For individuals, families and single family offices who want to centrally organize their direct investments and fund allocations.
- Manage up to 50 investments
- Personal tax reports
- Calendar for AGMs and distributions
Professional
Asset Managers &
Asset Managers &
Wealth Managers
For multi-family offices, wealth managers and institutional investors with mandant structures and reporting requirements.
- Unlimited investments & mandants
- White-label reporting in your CI
- Role and permission management
- API access & webhooks
- Dedicated onboarding manager