For portfolios that trade equities, currencies & crypto
One integrated system. Start to finish.
Backtest, paper-trade, execute, administer, reconcile and report in one integrated system. Every step uses the same ledger. You enter a trade one time. The numbers agree in every portfolio, currency and market you run. Go live in days, not months.
You can see the product and the price without a sales call.
Institutional quant tools, open to everyone
Large groups pay whole teams to build these tools. You can now use them from one screen.
Test a strategy on years of data in minutes. Use statistical models and machine-learning models. Run the strategy on paper with live prices. Send it to the market with the same code. Before, this work needed a research team and a custom platform. Now it needs a browser and a portfolio.
See the research toolsBacktest with statistical and ML models
Paper-trade on live prices
Execute with the same code
The operating chain
Research, trade, booking and reporting use one ledger. You have nothing to reconcile between them.
Step 01
Backtest with SMA, EMA, Bollinger Bands, statistical models and machine-learning models. The market data is ready. Paper-trade the strategy on live prices. The strategy that passes research is the strategy that goes live. It does not change.
See how it worksStep 02
Send orders and record fills. Manage positions in equities, currencies and crypto from one blotter. Each trade goes to the ledger your operations team uses. You do not export or re-key data.
See how it worksStep 03
Trades post to the books when they settle. Each trade is valued in base, share-class and trading currency. NAV is calculated after positions, cash and corporate actions agree. The close is simple.
See how it worksStep 04
Performance, risk and exposure come from the ledger that runs the portfolio. They do not come from a separate spreadsheet. Investor statements, board packs and regulatory filings use the same number.
See how it worksEvery capability, one ledger
Strategy Research
Backtest and paper-trade with statistical and machine-learning models before capital moves.
Trade Operations
One workflow from order to settlement. No hand-offs between systems.
Fund Administration
The books stay current. The close needs no rework.
Cash & Multi-Currency
Base, share-class and trading currency agree to the cent.
Reconciliation
Matching runs overnight. You start the day with a short list of breaks.
Performance & Risk
One risk view for all asset classes.
Asset classes
From the desk
Reconciliation
Where reconciliation breaks start, and the controls that remove most of them before the close.
Aug 2026 · 6 min read
Multi-Currency
Most NAV errors start in a manual currency step. This sequence keeps all three currencies in agreement.
Jul 2026 · 5 min read
Crypto Ops
Six custodians do not need six spreadsheets. Book digital assets into one standard ledger.
Jun 2026 · 7 min read
Two risks grow quietly: infrastructure that you delay to fix, and work that only one person knows how to do. Fix both once.
Set up your operations and go live in days, not months.