c*neo

c*neo

C*neo offers unparalleled analytical and reporting capabilities tailored to an organization’s unique requirements. It seamlessly integrates all asset classes, enabling departments to create customized dashboards and reports. With 24/7 AI-driven insights, clients receive precise analytics on investments, enhancing decision-making and fostering deeper connections with stakeholders.

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Top c*neo Features

  • Customizable dashboards for departments
  • 24/7 AI analytics support
  • Comprehensive asset class coverage
  • Seamless integration of custodians
  • Tailored reports for high net worth
  • Dynamic portfolio aggregation options
  • Interactive verbal query capabilities
  • Extensive widget library for reporting
  • Real-time investment proposal generation
  • Unique family investment structures
  • Multi-generational communication preferences
  • Enhanced tracking of managed accounts
  • Customizable data visualization options
  • Immediate insights on portfolio performance
  • Consolidated reporting across clients
  • Flexible metric configurations
  • Detailed asset ownership mirroring
  • Efficient data source consolidation
  • User-specific report customization
  • Engaging and visually appealing designs