Organize client holdings and monitor related markets for news, insights and transaction opportunities
Following news, analyzing data and gaining insights is cumbersome for advisors used to modern monitoring tools in the markets for traditional asset classes like equities and credit.

Take spreadsheets, notebooks and emails and organize into a portfolio view.

Stream material news, insights and data based on client specific holdings.

Surface acquisition and liquidation opportunities in the secondary markets.
| Asset | Category | Value | Change |
|---|
| Asset | Opportunity | Est. Value | Date |
|---|
| Index | Value | 7D | 30D | YTD |
|---|---|---|---|---|
| Luxury Watch Index | 1,247.32 | +1.2% | -2.4% | +8.7% |
| Exotic Car Index | 2,891.05 | -0.8% | +1.1% | +4.2% |
| Luxury Handbag Index | 892.18 | +2.1% | +3.8% | +12.1% |
| Contemporary Art Index | 1,456.77 | +0.4% | -1.2% | +6.9% |
| Time | Headline | Source |
|---|

Built for your operating model; one client or many.

Audit trails and data security for regulated firms.

Integrate with your existing systems and workflows.
See how the Collectible Assets Terminal can transform how you manage client holdings.