XSpot360° Solutions
A modular platform that brings your clients, portfolios, operations and data into one connected experience.
Explore the servicesA modular platform
Start with the services that matter today and expand as your business evolves. XSpot360° brings it all together without losing the flexibility to grow.
From first contact to the yearly review.
Bring clients on board with clear, consistent digital workflows.
Keep client relationships and activity connected to the platform.
Turn complex data into clear, timely client and business reports.
From the decision to the executed order.
See positions, performance and allocations in one place.
Connect decisions, orders and execution across teams.
Move from insights to portfolio actions with greater control.
The oversight and the numbers behind the business.
Build oversight and auditability into everyday work.
Give operational teams a reliable view across the business.
Explore the information behind better decisions.
Connected by design
Bring together client, portfolio, transaction and operational data across your organisation.
A clearer view for every team. More room to grow.
Why XSpot360°
Reduce fragmentation across systems and teams.
Support governance, oversight and auditability.
Configure the platform around your organisation.
Technology supported by wealth specialists.
A personal walkthrough focused on your business.
