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Our Product Capabilities
Functionality You Will Love
Investment Research and Analytics
Access powerful investment research tools and analytics to make informed decisions and stay ahead of market trends
Portfolio Management and Analytics
Streamline portfolio management tasks and optimize client portfolios with ease.
Gain valuable insights into portfolio performance and risk with advanced analytics tools.
Client Reporting and Investor Portal
Impress clients with professional, customizable reports tailored to their unique needs and preferences.
Provide clients with a secure portal to access their portfolios, reports, and other important information
Customer Relationship Management (CRM)
Keep track of client interactions and manage relationships effectively with seamless CRM integration.
Integration with Data Aggregators and Market Data Providers
Stay connected to real-time market data and seamlessly integrate external data sources for comprehensive analysis.
Robotic Process Automation and AI
Automate repetitive tasks and streamline document management processes with RPA and AI capabilities.
Report Library
Choose from a library of over 50 standard and customizable reports to meet your reporting needs efficiently.
Our Services
Reduce your operational burden with our extensive support services. Our team of experts handles everything from daily operations to complex analyses, allowing you to focus on client-facing activities and strategic growth. The Asset Edge platform comprehensively addresses every aspect of a Single Family Office (SFO) or Multi-Family Office (MFO) business.
Front Office
Middle Office
Back Office
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