CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your Wealth Management division.
Next generation wealth management platform CapitalPrivate empowers you to stay focused on the business at hand - building wealth and trust for your clients.
- Client On-Boarding and Relationship Management (CRM)
- Mult-asset portfolio management and advanced analytics
- MIFID 2 and limit management
- Collaborative dashboards and workﬂows
- Compliance, Regulatory & Risk
- Family Oﬃce