Manage Universe

Configure the approved investment universe — asset classes, instruments, expected return assumptions, volatility and screening criteria.

Client Tiers & Pricing

Define tier structure, AUM ranges, pricing schedule and product access per client tier. Changes cascade to mandate templates and compliance rules.

IC Workflow

Run the four-step Investment Committee process: CMA generation, efficient frontier optimization, model construction and backtesting.

Firm Overview

Firm-wide AUM breakdown by model portfolio and asset class, net flows and capital development over time.