Interactive tour
Look around. No email required.
A seeded demo tenant with realistic data. Click anything — nothing here asks who you are first.
What the tour covers
Six chapters, in the order the work happens.
The dashboard
AUM, the SIP book, pending confirmations and today’s KYC expiries — what a practice sees first thing.
Placing an order across two product classes
One basket, one client, two very different instruments, submitted without changing screens.
Uploading an RTA feed
Watch holdings recalculate from the processed file rather than a nightly batch.
Commission reconciliation with a flagged variance
Computed brokerage against the AMC file, with the one row that disagrees surfaced rather than buried.
Client 360
Everything one client owns across every class, plus what was last said to them.
Generating and sending a statement
From the same screen, on your brand, to the client.