Who we serve
One platform. Multiple possibilities.
Designed for the different organisations shaping the future of wealth management.
Explore who we serveBuilt around your business
Different needs. One connected foundation.
XSpot360° adapts to the way you serve clients, manage investments and run your business.
Institutions
Modernise complex wealth operations and serve clients with confidence.
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Brokers
Bring execution, portfolios and client relationships into one clear view.
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Asset Managers
Build, manage and distribute investment solutions with stronger oversight.
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Insurers & Pensions
Support long-term investment services with connected data and reporting.
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Independent Advisors
Run onboarding, portfolios and client engagement from one workspace.
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Family Offices & Boutique Wealth Managers
Give complex relationships the clarity and personal service they deserve.
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A complete, connected platform
The flexibility to fit. The strength to grow.
Your organisation has its own priorities. Choose the services you need, connect your data and give your people a more complete view of the work that matters.
Modular services
Connected data
Built for regulation
Human expertise
See what XSpot360° can do for you.
A personal demo focused on your organisation, your clients and your priorities.