Security and scalability

Scale securely

Modular architecture that grows with your business, with security and traceability built-in from day one

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Architecture

Modular and flexible architecture

Modular by design

Activate only the modules you need today. Each block is independent and combinable

API-first

Flexible integration with your core banking, CRM, and data systems. Choose the complete solution or connect individual modules.

Fully configurable

Each business flow is adaptable to your entity's processes and operations, without custom developments or replatforming

Modular by design

Activate only the modules you need today. Each block is independent and combinable

API-first

Flexible integration with your core banking, CRM, and data systems. Choose the complete solution or connect individual modules.

Fully configurable

Each business flow is adaptable to your entity's processes and operations, without custom developments or replatforming

Infrastructure

Security by design

GDPR

Privacy integrated into the architecture by design, aligned with European data protection regulations

GDPR

Smart Forecasting uses real-time data and AI to predict

SSO and access control

Centralized access via SSO with granular permissions by role: client, advisor, operations, and administration

SSO and access control

Price management helps adjust and control pricing

Complete audit trail

Immutable record of every operation, exportable at any time for internal audits and regulatory requirements

Complete audit trail

Smart Forecasting uses real-time data and AI to predict

Encryption

Data encrypted at rest and in transit. Key management adaptable to the security requirements of each entity

Artificial Intelligence

AI that eliminates friction

KYC/AML Automation

Automation of eligibility and identity checks. Reduce manual review steps while maintaining human oversight for key decisions

ML Data Extraction

Instant search across fund documentation. Advisors and investors find information without relying on operations

ML Data Extraction

Instant search across fund documentation. Advisors and investors find information without relying on operations

Document assistant

PDFs and administration files automatically converted into structured datasets. No manual reconciliation

Advisor Co-pilot

Instant background summaries: thesis, key terms, and risks in natural language. The advisor arrives prepared for every conversation

Advisor Co-pilot

Instant background summaries: thesis, key terms, and risks in natural language. The advisor arrives prepared for every conversation

Fund comparator

Compare two funds on the fly. Temporarily generated table, with material differences highlighted

Portfolio inquiries

Ask about a client's portfolio and get positions, deviations from the target, and upcoming events instantly

Portfolio inquiries

Ask about a client's portfolio and get positions, deviations from the target, and upcoming events instantly

Proactive alerts

The platform alerts you before you even ask: clients with liquidity, matching funds, upcoming closings

Proposal generation

Structured investment proposals in one click: recommended allocation, suggested funds, and regulatory justification

Proactive alerts

The platform alerts you before you even ask: clients with liquidity, matching funds, upcoming closings

Proposal generation

Structured investment proposals in one click: recommended allocation, suggested funds, and regulatory justification

API for agents

AI agent-ready infrastructure. Every platform capability, invocable via API with full control and traceability