Secure, Browser-Based Access to client portfolios, anywhere, anytime and from any device.
The product is targeted to the small to medium-sized asset managers who wants a solution from technology partner that can grow as his/her firm grows. It’s a browser-based scalable and simplified solution.
Maverick is a less convolutive solution than Marble, yet very to the point and extremely powerful for its specific purpose. Maverick is a user-friendly system with intuitive dashboards. It helps investment professionals monitor and manage portfolios, execute model portfolios, calculate portfolio performance and provide sophisticated client statements.
- Short implementation period
- Secure, Browser-Based Access to Client Portfolios
- Accessible anywhere, anytime and from all devices