Portfolio management system
Eliminate multi-custodian complexity. Manage all your portfolios in one platform.
The portfolio management system that unifies custody, trading, execution, settlement and reporting.
Institutional-grade asset protection
All funds are held in trust to ensure client assets are always retrievable
Award-winning trading technology
Best-in-class execution, clearing and settlement in partnership with Saxo Bank
Global market access
60+ global exchanges, 40+ global exchanges, 50 000+ instruments
The platform
Portfolio management. Built for large-scale trading.
MODEL MANAGEMENT
Build and manage model portfolios at scale.
Construct, deploy, and maintain portfolios across their entire book.
Build single asset, multi-asset, or model-of-models structures — centrally managed with version control.
Deploy changes across individual accounts, account groups, or entire strategies in one action.
Group clients by risk profile to make rebalancing faster, more consistent, and easier to govern.
MULTI-ASSET TRADING
Trade smarter. Execute with confidence.
Connects directly to Saxo Bank and other trading venues.
Block orders and order consolidation allow multiple accounts to be traded through a single instruction, reducing market impact.
Real-time book management with live price updates across all desks and strategies.
Full order visibility throughout the execution process — from instruction to settlement.
COMPLIANCE ENGINE
Compliance built natively into your workflow.
Pre- and post-trade compliance rules that run automatically.
Configure compliance rules and trade restrictions specific to your firm's mandates and client profiles.
Pre-trade checks run before any order is placed; post-trade tests run against end-of-day files.
Supervisor pre-trade approval workflows for discretionary and high-risk environments — with full audit trail.
PERFORMANCE REPORTING
Reporting that works for everyone in your firm.
Portfolio reporting from individual accounts to book-wide views.
Performance reporting by portfolio, strategy, and asset class, viewable at both consolidated and granular levels.
Asset class reporting shows allocation, performance, risk, and contribution in one view.
Modular user roles mean dealers, portfolio managers, compliance officers, and back-office staff each see exactly what they need.
Unity - adviser platform
The IFA platform for today's investor
Quoting, onboarding, and consolidated reporting across all your products—streamline your entire adviser workflow.
One - agency execution
An agency broker built for the modern asset manager
Broker-neutral execution, multi-asset execution and full trade lifecycle oversight.
