Private Asset Management

LTRIXON Private Asset Management System is a complete portfolio administration platform for firms providing portfolio administration, financial planning and SMSF management.

The system provides facilities that allow you to offer stockbroking service, individually managed account (IMA) service, separately managed account (SMA) product, a unified managed account (UMA) suite and your own managed funds to clients as private, retail and wholesale investors.

Managed Account Service Model

Application Architecture

Client View