Wealth Management Systems

Complete Asset Control and Client Wealth Insight

Custodial Integration

Bank connections ensure that portfolios are up to date & reconciled.

Watchdog

Constant monitoring of debit positions, asset allocation, risk profile & missing prices.

Market Data feed

Automatic price and security information feed from Six Financial Data.

Insights

Client portal MyRapper provides daily portfolio, transaction, performance & allocation information.

NEWS

CDD Checks

Wealth Managers can perform instant CDD checks from the Rapper dashboard.

Fix Ordering

Generated orders as a result of the rebalancing process can be submitted to the custodians through a FIX connection.

Reporting

Client reporting, Management Information & Regulatory reporting.