The Platform

We offer a proprietary platform for managing portfolios and investment planning through a series of analysis tools born from our decades of experience in asset management.

Thanks to the development of own software, the platform is constantly changing, keeping up to date to meet the special needs of the Manager and the constant changing market.

The uninterrupted flow of data with the Partner Banks, allows a constantly updated vision of the portfolios, and work on them in real time.

The connection to the platform is done with encrypted protocols and using private connections, making access to secure data to 99.9%. The presence server within our office, is an additional security regarding the transmission of data on the network.