We provide wealth managers and stockbrokers with scalable white-label solutions in the areas of trading, portfolio management, custodial, 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
We Specialise In Wealth Management Platform Solutions For:
Link to: Wealth Managers and Stockbrokers
Wealth Managers and Stockbrokers
Through our Asset Management Solutions division (AMS), we provide wealth managers and stockbrokers with...
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