Welcome to our Help Center

Frequently asked questions

For new users: how to register, open an account, and navigate the platform.

Covers day-to-day client operations and features available in their account.

Details on available strategies, protected portfolios, and fund information.

Terms & Conditions, and other legal documents.

Explains Customer Due Diligence (CDD) policies & procedures.

Dedicated to adviser-specific tools, permissions, and responsibilities.

Help with technical issues, platform errors, and how to contact support.