Unified Dashboard

Track all your clients in one place, with a complete view of portfolios and performance

Mass Rebalancing

Execute strategies for multiple clients with just a few clicks, saving time

Track All Transactions in Detail

Analyze the performance of all asset classes with professional, customizable reports.

Rebalancing List

Execute bulk rebalancing to efficiently organize your clients’ portfolio balances.

Proven use case

Vault Research

Research house that started with
our solution in April 2024

Initial AUM (May 2024)
$1.5 Million

Current AUM (July 2025)
$40 million

Growth of 2.400% in 9 months