Composable portfolio management

Our portfolio management platform streamlines wealth advisory services with intelligent automation, handling deposits, withdrawals, rebalancing and reporting. This allows advisors to focus on strengthening client relationships and expanding their client base. Designed for efficiency and scalability, it provides the perfect framework to translate investment strategies into structured models, ensuring they can be seamlessly marketed, implemented and processed in line with client risk profiles, goals, and values. 

Lending-Managament-Hero-Gradient

Smarter, scalable portfolio management

Automate workflows, strengthen client relationships and seamlessly align investment strategies with risk, goals and values. 

Performance, valuation and reporting
Akkuro | Investments | Portfolio Management | Define and maintain model portfolios
Akkuro | Investments | Portfolio Management | Align strategies with risk, goals and values
Akkuro | Investments | Portfolio Management | Performance, valuation and reporting
Case Study

Seizing Independence and scaling in a competitive wealth market

Case Study

Seizing Independence and scaling in a competitive wealth market

Team of investment engineers working on modernizing and scaling portfolio management
Team of investment engineers working on modernizing and scaling portfolio management
Team of investment engineers working on modernizing and scaling portfolio management

Strong relationships build strong businesses

promotion-banner-module-v2-1-bg-mobile

All assets. One platform.

Curious about how Akkuro simplifies portfolio management so you can focus on client relationships and scalable growth?

Get in touch