• Technology

Technology

Technology is a vital part of how we communicate with our advisors and their clients.

Zeus, our extremely comprehensive state-of-the-art secure online reporting system is made available to our advisors and their clients.

Zeus provides:

    • Total investment value and portfolio performance
    • All of your clients portfolios
    • Value and performance of each asset
    • Asset and currency allocation
    • Past values
    • Graphic performance versus various indices

More than an information system, Zeus is an extremely powerful management tool used in regular client reviews, in person or on-line.