1. Do I have to install anything?
No. It's a completely web-based product. We run everything inside our systems.

2. What is the payment model?
We charge a flat fee per client, per month. Our goal is to minimize start-up barrier costs.

3. How often is a client portfolio updated against market rates?
Client portfolio updates occur in realtime. We obtain the most recent market data snapshots, and pass them along to clients.

4. How do I administer my clients?
We provide you with a set of web-based administration tools that allow you to on-board clients, update portfolios, etc.

5. Can I add new products, or request new features?
Yes. We're always open to adding new products and features to the service.