Tools

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 a PC or tablet, and can be customised with your logo. It offers quick access to:

  • Overview (cash & securities)
  • Positions
  • Transactions
  • Allocation
  • Distribution
  • Performance
  • Portfolio or consolidated view
  • Downloadable client report
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