Wealth Management
Challenges and constraints are
piling up in the industry.
Our platform helps meet the reporting requirements while you focus on business
Mavericks platform aggregates data from custodians and other APIs to value them in consolidated statements and dynamic visualisations.
Our cutting-edge technology allows for automated daily integration and scaling capabilities in order to go beyond the industry standard for portfolio management needs.
We also integrate market data feeds and back office mechanisms to complement and enhance reporting and analytics.
Our focus is on data processing so yours can be elsewhere.
Mavericks ensures you don't have to worry about the waves, only growing your wealth.
analytics
Review dynamically transactions, holdings and their respective performance via an intuitive modern interface.
On desktop, or on the go.
reporting
Address compliance, management and client needs with on request reports.
- Consolidated holdings report
- Fees and transactions report
- Risk metrics report
investments
Review recommendations and take advantage of market opportunities.
Structured solutions and thematic baskets are pockets which can diversify and derisk your portfolio.
The combination of efficient automation and back-to-front integration
We can't stop the waves but we can help you sail.