Ardan International
Service Features

Helping Advisers deliver Excellent service

The Ardan International platform has been designed to provide a service that can be tailored to the way you manage your business and service your clients.

 

We deliver this flexibility though a proven, robust scalable system hosted by an ISO27001 accredited datacentre on the Isle of Man to ensure maximum system availability and data security.

Contact us for an online demo

Broker Management

 

  • Track assets under management
  • Commission tracking for your company and underlying consultants
  • Performance tracking across the brokerage
  • Restrict or increase user access by job role
  • Construct your own company-specific asset universe
  • Build, monitor and manage your core portfolio offerings

Research and Market Commentaries

 

  • Fund library of 70,000 funds – fact sheets
  • Fund research
  • Fund tools
  • Investment commentaries and market outlooks

Customer Management

 

  • Live and prospect client registration including individuals, joint ownerships and legal entities
  • Central client file which populates all parts of the system automatically
  • Easy tracking across the client’s whole investment cycle
  • Manage multiple portfolios for a single client

Dealing and Custody

 

  • Diverse investment universe of equities, ETFs, structured products and a vast range of mainstream, alternative and thematic funds
  • Multi-currency – all major currencies supported
  • Configurable adviser fee structures

Reports

 

  • Report on multiple portfolios for a single client
  • Investment commentaries available