How It Works

// STEP 1

Effortless Client Onboarding

Begin by adding your clients to the platform. Our system is designed to make onboarding simple, fast, and fully compliant, whether you're adding one client or one hundred.

Manual & Bulk CSV Import

Onboard clients individually by entering their details, or upload a CSV file to add multiple clients at once.

Integrated KYC/AML Verification

KYC/AML verification is triggered through our licensed and custodial partners, ensuring regulatory requirements are met within the appropriate framework.

// STEP 2

Create, Assign & Trade

Once clients are onboarded, use the power of the SMA Engine to define your investment strategy and execute it across all accounts with a single action.

Define Model Portfolios

Create your unique investment models with specific asset allocations (e.g., 70% BTC, 30% ETH).

Execute Across Segregated Client Portfolios

The platform calculates the required trade per client and submits orders to each client’s segregated Prime portfolio. Each client portfolio executes independently, maintaining separate balances and transaction history.

// STEP 3

Monitor & Report with Confidence

Our platform provides complete transparency for you, your clients, and compliance officers. Monitor performance and generate comprehensive reports with ease.

Real-Time Portfolio Display

View individual and aggregated client portfolio balances and performance in real-time.

Comprehensive Compliance Reporting

Generate white-label PDF or CSV reports for client holdings, transaction history, and CGT events for any specified date range.

// FOR ADVISERS & FUND MANAGERS

Your Comprehensive Investor Pack

Download a detailed overview of our SMA Engine, including platform architecture, security protocols, and the complete compliance framework. This pack contains everything you need for your due diligence.

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