Account & Portfolio Management
Easily track and manage all your accounts and portfolios by consolidating information from multiple institutions. Maintain financial contacts and relationships efficiently over the cloud.
Stock Trading
Real-time stock price tracking is connected to all major trading institutions for intuitive and modern trading. Detailed reports and data analysis for improved decision-making
Commodities
Commodities management suite with integrated daily price index and management by lot or portfolio. Easily track finances with daily performance and position reports. Make use of real-time alerts to maximize trading profits.
Request a Demo or Contact Us
Speak to a representative at (415) 636-8018 to schedule a demo or inquire for more information.