Upgrades to our platforms

We are excited to share that we have made upgrades to our portfolio accounting system and trading platform. We understand the importance of staying current with the latest software and making sure our clients have access to what we believe are the best platforms our industry has to offer.

Both upgrades are “behind the scenes” improvements that will not impact our clients in how we work with them day-to-day. The only immediate change that will be evident is a facelift to our quarterly reports. They will remain easy to digest, but will simply have a new look as a result of our new portfolio accounting system – Orion. The system upgrade will allow us to eventually roll out a client portal where accounts can be accessed digitally, which is something our clients have expressed interest in recently.

We are also upgrading our trading platform to Eze Castle, which we believe will offer many improvements to our trading platform capabilities.

Together, both upgrades have been implemented to enable us to be more nimble and efficient. If you have any questions regarding either improvement, please do not hesitate to contact your advisor.