
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
