Rebel - Wealth management software

Does financial software have to be slow, difficult to use and expensive to buy?

We believe it does not and to prove this we have created Rebel for your business, leveraging on the latest business concepts from the wealth management industry.

Based on modern technology and with an intuitive and user-friendly interface, Rebel will revolutionize the way you work with your clients’ wealth on a daily basis. Rebel is a full-fledged portfolio management system, targeting both fund managers as well as wealth managers of discretionary or advisory portfolios. Through its web-based technology, it ensures global accessibility and almost unlimited scalability and performance.

To find out more about how Rebel will revolutionize your wealth management business, please contact us.

OUR REBEL OFFERING

Portfolio Analysis

Performance contribution and attribution. Ex-ante and ex-post risk through third party providers.
Portfolio Accounting

Easy to use valuation of your funds or portfolio including high watermark performance fees calculation.
Order Management

Control your orders though out the entire order life cycle.
Back and Mid office administration

Take care of your fund administration yourself through Rebel or out source it to our fund office administration TriOp. Read more here…
Market Reference Data

Basic reference data management through the intuitive user interface of Rebel.
Reporting

Reporting to finance authorities (FI), your own management or tailor made reports to your clients? Rebel delivers…
CRM & Financial Planning

Integration to third party CRM and financial planning tools through open interfaces.
Investment Restrictions

Are you within the limit of your investment restrictions? Use Rebel to control your investments or outsource the control to our fund office administration TriOp. Read more here…
Order Execution

Easy integration to third party order execution systems though open interfaces and FIX
Investment Management

Manage your discretionary and advisory portfolios through our unique concept for investment management
Portfolio Management

Flexible views on your holdings and order simulations against benchmarks

Portfolio Analysis

Portfolio Management

Investment Management

Order Execution

Investment Restrictions

CRM & Financial Planning

Reporting

Market Reference Data

Back and Mid office administration

Order Management

Portfolio Accounting