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AdvisorCube

We are probably the most innovative technology-provider in the market. Our new software, developed using the latest Microsoft .net technology has been installed on a number of internet servers, which are connected to Morningstar, Financial Times Interactive Data, and a large number of insurance companies, mutual fund/unit trust providers and leading industry bodies. Our customers and their clients are able to logon and use our web-based platform anywhere in the world.

  • Client portfolio management
  • Sophisticated client reporting
  • Unlimited sub-portfolio structure
  • Multi language and multi currency
  • Time weighted calculation and GIPS/UKIPS compliant
  • Back to front office system, based on advanced portfolio mathematics
  • Benchmarking and tracking error

Instrument Coverage

  • Stocks (Equities)
  • Cash (deposits and loans/mortgages)
  • Mutual Funds and Unit Trusts
  • Capital Protected Funds (Investment Bonds, Index linked Bonds etc)
  • Alternatives (Hedge Funds etc)
  • Insurance and Pension
  • Tax Wrappers / Unit Linked funds
  • Property
  • Other Investments (Fine Art, Wine, Antiques etc)

Value Added Services

Why develop the wheel over again? Based on a ”best of breed” and ”pay as you go” approach, we have clustered a large number of value added services, some developed by us and some developed by other technology companies.

 

To have the full list please go to Information