02/03/2018
Our modern fin-tech solutions support discretionary money management, ETF sub-advisory services, various investment solutions and pension products.
While our offerings appear broad they all share similarities for example they’re launched on top of own investment accounting platform called ActiveBaskets. ActiveBaskets implements ACB, multiple currencies, charitable historic book value vs daily NAV, historic unitized vale (NAV/PS), pluggable performance measurement and attribution, automated corporate actions and configurable rebalancing, custom benchmarks, pre/post trade compliance, integration with 3rd party data sources and platforms, anonymized processing, automated reconciliation and maintenance tools, per click dynamic historical aggregation of accounts, asset classes, regions, other aggregate baskets, custom benchmarks, currencies, individual securities or any other grouping of assets or baskets. It features a modular API to facilitate the ease of plugging in new functionality and can be assessed through an API or through an admin or und client website.
We’ve been creating cutting edge solutions since the early 2000s. We developed a product aimed at normal investors with limited capital when were part of Guardian Capital and continue to serve the forgotten majority with our highly configurable separately managed accounts tailored for each investor’s risk profile and goals.
