Investor Intelligence

We Aim To Streamline The Tiresome Process Of Consolidating, Reconciling And Reporting Your Data

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Investment holding aggregation

Consumers’ attitudes to managing their finances are changing. Whilst online banking and product sourcing are now common place, few tools exist to help their clients look holistically across their investments.

These investors with smaller portfolios are caught in what the FCA call the ‘Advice Gap’, unable or unwilling to pay upfront charges for advice as it is disproportionate to the size of their portfolios.

Make no mistake, WE ARE NOT PROVIDING ADVICE, it is the ‘Service Gap’ that we are targeting that is the unintended consequence of such an advice gap - a service that advised clients are receiving which is currently not available to non-advised clients;

The aggregation of data, performance and transaction-level data for their Alternative Investment holdings


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