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XSpot360°

Built for a more ambitious tomorrow

The Technology Behind Confident Wealth Decisions.

The operating system powering modern wealth managers, private banks and family offices.

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  • People
  • Data
  • Insight
  • Control
  • Growth
  • All connected

XSpot360° in numbers

  • Modular services
  • Built-in Reports
  • Audited admin actions
  • Supported Currencies

Who we serve

One Platform, Multiple Possibilities

Whether you manage assets for institutions or advise private clients, XSpot360° gives you the technology, control and flexibility to grow.

  • Institutions

    Launch or modernise a digital wealth proposition for affluent and private banking clients.

  • Brokers

    Expand beyond execution into managed portfolios, advisory services and recurring wealth relationships.

  • Asset Managers

    Build, manage and distribute investment models through a digital experience you control.

  • Insurers & Pensions

    Modernise the investment experience without replacing the systems your business already depends on.

  • Independent Advisors

    Run onboarding, portfolios, rebalancing, reporting and client engagement from one professional platform.

  • Family Offices & Boutique Wealth Managers

    Institutional-grade wealth technology without the complexity of a traditional enterprise platform.

See wealth in full

Wealth is complex. XSpot360° brings clarity. Bring all wealth data together in one intuitive, secure platform for a single, accurate view of the complete financial picture.

  • More insight
  • Greater control
  • Stronger relationships

A complete, integrated platform

More insight. Greater control.

From client onboarding to portfolio construction, trading, rebalancing, compliance and reporting, XSpot360° brings everything together in a single, secure platform.

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  • Modular and scalable architecture
  • Built for regulation
  • Real-time data and reporting
  • Trusted by a live, regulated investment firm

Our approach

Technology meets expertise.

XSpot360° combines advanced technology with experienced investment professionals to deliver a modern wealth management experience built around confidence, clarity and long-term success.

About our approach

  • Domain knowledge

    Deep sector expertise in wealth management.

  • Client-centric design

    Built around how you actually work.

  • Continuous innovation

    Evolving with your ambitions.

A modular platform

Built for the way you work.

Choose the services you need today and expand as your business evolves. XSpot360°’s modular architecture gives you flexibility to adapt without complexity.

  • Onboarding & KYC
  • Portfolios
  • Dealing & execution
  • Rebalancing
  • Compliance & AML
  • Reporting
  • CRM
  • Finance & operations
  • Analytics
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Connected by design

Your data. Your advantage.

Bring together client, portfolio, transaction and operational data from across your organisation. XSpot360° integrates with leading banks, custodians and data providers, giving you a single, consistent view.

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XSpot360°
  • Banks
  • Custodians
  • Market Data
  • Third Party Systems
  • Clients
  • Advisors
  • Management
Why XSpot360°

Why XSpot360°

Built for the responsibility that comes with wealth.

Security, governance and operational control are embedded throughout XSpot360°.

  • Secure architecture
  • Role-based access
  • Auditability
  • Data control

See your business in full 360°.

Discover how XSpot360° can bring your clients, portfolios, operations and data together in one connected wealth management platform.

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A clearer view.A stronger tomorrow.