Through our Asset Management Solutions division (AMS), we provide wealth managers and stockbrokers with scalable white-label solutions in the areas of trading, portfolio management, custody and administration services.
Our integrated Direct Market Access (DMA) offering enables wealth managers and their underlying clients to trade within multiple asset classes in South Africa and over 40 international markets using a variety of supported trading platforms. Our flexible and sophisticated data infrastructure allows us to provide portfolio management solutions through our online client portal and supported third party integrations. With a dedicated support team and prime broking division, we provide a full range of back-end services and client reporting to support the administrative and custodial requirements of our clients. We appreciate that our wealth managers provide differentiated services to their clients and we are committed to servicing their needs through continued investment in technology solutions.
For more information, please contact ams@peresec.com
Explore Our Tailored Solutions For Wealth Managers and Stockbrokers:
Link to: Offshore and Local Trade Execution
Trade Execution
Through our integrated platform and strategic partnerships, we provide multi-custodial, multi-currency access to more than 40 markets...
Find Out MoreLink to: Custody
Custody
Through our strategic partnerships, we provide clients with a broad range of clearing, custodial, and asset servicing solutions in all major global markets...
Find Out MoreLink to: Cash Prime Broking
Cash Prime Broking
Through our experienced team and integrated prime broking platform, we provide a full range of cash prime broking solutions to our diverse client base...
Find Out MoreLink to: Synthetic Prime Broking Services
Synthetic Prime Broking Services
Using our advanced broking and risk management technology, we provide our sophisticated client base with a range of synthetic prime broking services...
Find Out MoreLink to: Integrated Online Client Portal
Integrated Online Client Portal
Our proprietary integrated prime broking web portal provides a rich reporting suite to service the multi-currency and multi-asset class reporting...
Find Out MoreLink to: Wealth Management Platform Services
Wealth Management Platform Services
We provide wealth managers and stockbrokers with scalable white-label solutions in the areas of trading, portfolio management, custodial, and administration services...
Find Out More