We constantly invest in the technology that securely gives our clients the information they need when and where they need it. We have the right tools developed in-house or by our leading partners to meet the needs of our evolving client base and offer the necessary support.


Neon is a user-friendly online portfolio tool for Wealth Managers and their end-clients. The tool can be used on any device, and can be customised with your logo. It offers quick access to:

  • Overview (cash & securities)
  • Positions
  • Transactions
  • Allocation
  • Distribution
  • Performance
  • Cost transparency
  • Portfolio or consolidated view
  • Downloadable client report
We use cookies and similar technologies to make our website work better for you and ensure your online experience with us is more enjoyable and rewarding. We may also adapt our website to your needs and preferences. By continuing to use this website, you consent to our use of cookies. Learn more or reject cookies.