Investment Cockpit provides your existing to wealth clients with an holistic view of all invested assets enriched with insightful performance/risk metrics, analytics and contextual market data and research. It shows clients all relevant information and allows smarter decision taking.

  • Portfolio monitoring
  • Allocation and exposure reporting
  • Performance and risk metrics
  • Sentiment analytics
  • Market data and research
  • Alerts and notification
  • Secure messaging

Comprehensive Wealth Aggregation

All relevant information across portfolios is aggregated in an easy-to-understand interface providing relevant insights and powerful drill-down capabilities.

Intelligent Investment Decisions

Basic portfolio and position information is augment with analytics and relevant market data and research to allow smart investment decision taking.

Informed 24/7

Mobile experience allowing clients to stay informed 24/7 about the development of their wealth and to identify and exploit investment opportunities.

Request a demo

Our sales team is happy to schedule a personal live demo with you. We offer both web-based or physcial demos.

We look forward to showing you the key features and benefits of our new cloud-based offering.

Contact us