Consolidated client reporting software for family offices, wealth advisors and institutions.
Stop logging into multiple platforms. TradeWinds gives you a single view across every provider, every holding, every client.
For family offices, wealth managers, and institutions.
Fully themeable — colours, typography, imagery, layouts. Own the experience.
Choose from a library of reporting components and settings to fully customise the experience.
Art, property, vehicles, collectibles. Tracked alongside the portfolio.
Global wealth, reported in any denomination.
UBOs, trusts, holding companies, beneficiaries. Each role sees exactly the entities they're entitled to — nothing more.
Feeds, files, or a bespoke pipeline — we meet your data where it lives.
Your brand, your voice, your report templates. Build once, reuse across every client segment.
A branded portal, polished PDFs, engagement signals you can act on. Across entities, currencies, and generations.
TradeWinds grew out of Strategic Investment Partners (SIP Mauritius) — a firm that partners with advisory businesses. We built the platform we wished we had.
Investec operations, product & systems leadership.
Working alongside advisors every day.
Consolidated, reconciled, branded.
Neutral jurisdiction, global reach.
Every firm we work with looks different. Tell us a little about yours and we'll set up a candid call — no pitch, no pressure. If we're not the right fit we'll say so.