A connected approach to modern wealth management
Investor expectations continue to evolve. Clients want real-time portfolio visibility, personalised digital experiences, and intelligent guidance wherever they engage. Yet many institutions still rely on fragmented systems, disconnected workflows, and inconsistent data.
Wealth Portfolio Dashboard helps address these challenges by unifying portfolio information, market insights, analytics, and trading capabilities within a single digital experience. Powered by a Data Orchestrator Layer and API-first architecture, it transforms complex investment data into clear, actionable insight for advisors and clients alike.
Flexible architecture built around connected wealth data
The solution connects seamlessly with:
- Core banking systems
- OMS and trading platforms
- Custodians
- Fund houses
- Market data providers
This enables consistent portfolio intelligence to flow across advisor workstations, client portals, and digital wealth applications.
Designed for connected wealth experiences
- Real-time portfolio valuations, performance monitoring, and asset allocation analysis
- Portfolio analytics and health checks to support portfolio optimisation
- Integrated multi-asset trading through existing OMS connectivity
- Proactive alerts and engagement tools for market events and portfolio changes
- Risk profiling and financial goal planning
- Holdings analysis and transaction visibility
- API-first architecture supporting integration across channels
- Modular, widget-based deployment framework
Deliver more meaningful wealth experiences
Support investor journeys with capabilities including:
- Risk profiling
- Financial goal planning
- Portfolio analytics
- Holdings analysis
- Model portfolios
- Interactive portfolio dashboards
Help clients move from information to action through a more engaging digital wealth experience.
Why it matters
Turn portfolio complexity into actionable insight
What it is
A unified platform for portfolio intelligence, analytics, and trading
Wealth Portfolio Dashboard is a next-generation digital wealth management solution that combines client portfolio data, market insights, analytics, and trading capabilities in a single experience.
Built around a powerful Data Orchestrator Layer, the platform aggregates and standardises information across the wealth ecosystem, helping institutions deliver accurate, consistent insights while simplifying the user experience.
What sets Wealth Portfolio Dashboard apart?
At the core of the solution is the Data Orchestrator Layer, which aggregates, standardises, validates, and distributes portfolio, market, and trading data across the wealth ecosystem.
By connecting core banking systems, OMS platforms, custodians, fund houses, and market data providers, the platform helps ensure advisors and investors are working from a consistent, accurate view of information
Key benefits
Built for modern wealth engagement
Deliver a complete view of portfolio performance, asset allocation, and risk across a single experience
Empower relationship managers with portfolio analytics, health checks, and integrated workflows
Support more personalised and interactive wealth experiences
Centralised orchestration helps ensure accurate and consistent portfolio intelligence
Support cloud, on-premises, or hybrid deployment models
Expand capabilities as business and client requirements evolve
Designed for advisors and investors
For Advisors
Gain a 360° view of client portfolios through integrated dashboards, portfolio health checks, analytics, and rebalancing workflows.
For Investors
Access real-time portfolio insights, performance visualisations, goal-planning tools, and portfolio analytics through a modern digital experience designed to support more informed investment decisions.
Use cases
Built for wealth institutions delivering modern investment experiences
Wealth Portfolio Dashboard is designed for organisations looking to create more connected, insight-driven wealth journeys:
- Private banks and wealth managers seeking a unified client experience
- Relationship managers and advisors requiring a 360° portfolio view
- Portfolio managers supporting portfolio monitoring and optimisation
- Digital wealth teams modernising client engagement platforms
- Operations and technology teams integrating portfolio, analytics, and trading workflows
Key Use Cases
- Advisor enablement
- Portfolio insight and review workflows
- Portfolio health checks and rebalancing
- Multi-asset trading integration
- Data consolidation and accuracy improvement
- Digital wealth modernisation initiatives
Deployment & Architecture
Designed for flexibility, integration, and scale
Wealth Portfolio Dashboard is built on an API-first architecture that supports tailored user journeys, interoperability, and integration with existing systems.
The platform's modular, widget-based framework enables institutions to deploy capabilities progressively while maintaining alignment with their branding, workflows, and digital strategy.
Deployment options include:
- Cloud
- On-premises
- Hybrid
The architecture is designed to support scalability, flexibility, and future innovation across wealth channels.
Deliver connected wealth experiences with confidence
Bring portfolio data, analytics, and trading together in one intelligent digital experience designed to enhance client engagement, improve advisor productivity, and support data-driven wealth management.
Find out more
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