VIP ACCOUNT

IIP ACCOUNT

FINANCIAL ADVISERS
DISCRETIONARY PORTFOLIO MANAGERS

REGULATED

UNREGULATED

INVESTORS


RETAIL CLIENTS
INVESTORS
PROFESSIONAL INVERSTOS

RETAIL CLIENTS
INVESTORS

PLATFORM TYPE

OPEN ARCHITECTURE

OPEN ARCHITECTURE

MODEL MANAGER

YES AS STANDARD

ON APPLICATION

UNITISER

YES ON APPLICATION

YES ON APPLICATION

LEAD CRM SYSTEM

YES AS STANDARD

YES ON APPLICATION

VIP ACCOUNT

IIP ACCOUNT

FINANCIAL ADVISERS
DISCRETIONARY PORTFOLIO MANAGERS

REGULATED

UNREGULATED

INVESTORS

RETAIL CLIENTS
INVESTORS
PROFESSIONAL INVERSTOS

RETAIL CLIENTS
INVESTORS

PLATFORM TYPE

OPEN ARCHITECTURE

OPEN ARCHITECTURE

MODEL MANAGER

YES AS STANDARD

ON APPLICATION

UNITISER

YES ON APPLICATION

YES ON APPLICATION

LEAD CRM SYSTEM

YES AS STANDARD

YES ON APPLICATION

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