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Investment Portfolio Management
Overview
Focus
Investment Portfolio Management
Portfolio Management
Product
Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.
Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.
Headquarters
Auckland, New Zealand
Wakefield, Massachusetts
Company size
51-200 employees
501-1,000 employees
Founded
2008
2001
Pricing details
Free options
Free plan
Source updated
Oct 29, 2026
Oct 29, 2026