INVESTMENT PLATFORM
Built for
Great things
Real-time data and flexible views
give you an essential portfolio superpower—
total visibility.
Portfolio Management
Stay Connected and Informed
Our portfolio management platform is designed to empower you with the tools, insights, and control needed to manage your investments with ease and confidence.
Built on the latest financial technology, the platform combines intuitive design with advanced functionality, providing a seamless experience for investors of all levels.
Built on the latest financial technology, the platform combines intuitive design with advanced functionality, providing a seamless experience for investors of all levels.
Portfolio Monitoring
Real-Time Portfolio Monitoring
Access up-to-the-minute data on your portfolio’s performance, asset allocation, and market trends, anytime, anywhere.
- 24/7 Accessibility: Stay connected to your investments around the clock, no matter where you are.
- Transparency: View all your investments and transactions with complete clarity, enhancing your financial understanding.
- Convenience: Manage your portfolio from any device, providing flexibility and ease of use for busy investors.
Risk Management
Integrated Risk Management Tools
Use built-in tools to assess and manage risks, ensuring your portfolio remains aligned with your objectives.
- Enhanced Decision-Making: Utilize powerful analytics and expert insights to stay ahead of market trends.
- Security: Enjoy peace of mind knowing that our platform is fortified with state-of-the-art encryption and security measures.
Ensure compliance
Seamless compliance checks
Stay on top of compliance with Portfolio integrated compliance checks. Check pre-trade compliance before sending orders quickly resolve violations, all from a single screen.
- View proposed orders and allocations
- Pre-trade compliance without first submitting orders
- Quickly modify orders to resolve violations
Built for you
Designed for every asset type and strategy
Our platform is built with your needs in mind, offering the perfect balance of simplicity and sophistication.
Whether you’re a seasoned investor or just starting your journey, it provides the resources and features you need to achieve your financial goals efficiently.
Whether you’re a seasoned investor or just starting your journey, it provides the resources and features you need to achieve your financial goals efficiently.
Access anywhere
Take your portfolio to go
Web-based platform enables access from any device. Portfolio Monitoring whether you're in the office, at home, or on the road.
Stay connected to your investments around the clock, no matter where you are.
Stay connected to your investments around the clock, no matter where you are.
Caters to All
No Matter How Big or Small Your Portfolio
Understanding your portfolio's performance is key to making informed investment decisions.
Picktan Capital Limited Investment Platform offers customised insights tailored to your specific goals and strategies.
Picktan Capital Limited Investment Platform offers customised insights tailored to your specific goals and strategies.
Comprehensive Asset Management
Your portfolio is more than just a collection of investments—it's a dynamic part of your financial future.
The Picktan Capital Limited Investment Platform allows you to manage a diverse range of assets, from stocks and bonds to private equity and digital assets.
Easily view your entire investment landscape in one place, and make adjustments as needed to keep your strategy aligned with your objectives.
The Picktan Capital Limited Investment Platform allows you to manage a diverse range of assets, from stocks and bonds to private equity and digital assets.
Easily view your entire investment landscape in one place, and make adjustments as needed to keep your strategy aligned with your objectives.
Secure and User-Friendly Interface
We understand that security and ease of use are paramount.
The Picktan Capital Limited Investment Platform features a user-friendly interface that makes it simple to navigate your portfolio, with robust security measures to protect your personal and financial information.
Whether you're logging in from your desktop or mobile device, you can trust that your data is safe and accessible whenever you need it.
The Picktan Capital Limited Investment Platform features a user-friendly interface that makes it simple to navigate your portfolio, with robust security measures to protect your personal and financial information.
Whether you're logging in from your desktop or mobile device, you can trust that your data is safe and accessible whenever you need it.
Seamless Integration with Your Financial Plan
Your investments are a critical part of your overall financial plan, and the Picktan Capital Limited Investment Platform integrates seamlessly with the advice and strategies provided by your Picktan Capital advisor.
Track progress toward your financial goals, adjust your strategy as life changes, and ensure that your portfolio is always working in harmony with your long-term plan.
Track progress toward your financial goals, adjust your strategy as life changes, and ensure that your portfolio is always working in harmony with your long-term plan.
Experience the Future of Portfolio Management
Take control of your investments with Picktan Capital Limited’s powerful portfolio management platform.
Whether you're tracking performance, rebalancing your portfolio, or exploring new opportunities, our platform keeps you connected and informed at every step.
Whether you're tracking performance, rebalancing your portfolio, or exploring new opportunities, our platform keeps you connected and informed at every step.