Bank on Us for Real-Time Portfolio Intelligence and Reporting
Gain centralized visibility into client wealth, performance attribution, and compliance metrics to drive proactive advice and streamline regulatory reporting.
The Modular Foundation for Service Delivery
Access to fully compliant, modular, core banking services, allowing institutions to launch products rapidly without managing complex backend infrastructure.
The Consolidated Client Intelligence Hub
Our platform aggregates multi-asset data from the Core Engine to provide wealth managers with comprehensive, customizable dashboards for risk monitoring, performance tracking, and strategic client communication.
Unified Data Visualization
Consolidate data from fiat, commodities, and investment accounts into a single dashboard interface for a comprehensive view of client wealth.
Customizable Reporting Templates
Generate personalized, compliance-ready client statements and regulatory reports using flexible templates tailored to firm standards and local rules.
Performance Attribution Analysis
Analyze portfolio returns by asset class, strategy, and time horizon to provide precise, data-driven explanations of performance drivers to clients.
Access Control and Audit-Ready Data
Protect high-value client data with robust security features, ensuring compliance with data privacy regulations and maintaining audit trails for all data access and reporting generation.
Role-Based Access Control (RBAC)
Implement granular permissions to ensure advisors only access client data relevant to their mandates, protecting privacy and managing internal risk.
Non-Repudiation Audit Logs
Maintain a detailed, tamper-proof log of every data query, report generation, and security access event for regulatory scrutiny.
Secure Data Segregation
Isolate and protect client performance data from operational data to enhance security and simplify reporting scope.
Proactive Advisory and Client Communication
Drive efficiency in advisory services with tools for real-time risk alerts, automated client segmentation, and integrated data feeds for external communication platforms.
Real-Time Risk & Compliance Alerts
Automatically flag accounts nearing concentration limits, breaching risk tolerance thresholds, or encountering compliance issues for immediate advisor action.
Client Segmentation Tools
Utilize integrated data to segment clients based on AUM, risk profile, and investment mandate, allowing for targeted communication and strategic advice delivery.
Data Export API
Provide clean, secure API access to portfolio data for integration with external CRM systems, tax planning software, and specialized analytics tools.