Governance platform

Connect isn't an investment platform, it's an investment governance hub that's been purpose-built by Enhance to help trustees manage their investment responsibilities. Globally connected to hundreds of investment counterparties, Connect delivers portfolio, client and practice-level actionable insights through interactive digital dashboards, flexible reporting and workflow tools designed to translate complex investment jargon and data. It's also a golden source of investment data for accounting and admin automations.

We operate a modern, cloud-native architecture with strong access controls, continuous monitoring, and regular security testing. Core protections include permission-based client access, SOC/SIEM oversight, and independent penetration testing, all designed to safeguard confidentiality, integrity, and availability. Our information security programme aligns with recognised standards and is supported by detailed policy controls across network, device, and identity management.

Connect is connected, and getting ever more connected, to the investment world. We already have data and pdf feeds with hundreds of different investment counterparties dotted around the globe and this number increases all the time. Also, as we focus exclusively on serving trust companies and their clients, our data coverage is highly correlated with the investment managers and custodians used by the trustee community.

It depends on the specific service we are providing, but we typically update the Connect platform with new data each calendar quarter. We do this to provide a standardised data cycle for investment governance purposes, to moderate data processing costs and keep our client fees highly competitive. We also want to strike a balance between observing the long-term nature of trustee investing with the duty to regularly monitor investments. 

Yes. For our Monitor service, we provide appropriately-permissioned Connect access to all relevant stakeholders within a trust company. For our Select service, we provide client-level access to all stakeholders in each client's family group, such as family members, lawyers, and accountants too. Access is agreed and provided by your Governance Manager for an additional level of verification in the permission process.

We will build native integrations with all relevant target systems, which are typically the admin platforms used by trust companies. We do not charge for integrations, except for a single API maintenance fee per trust company for secure, unlimited data connectivity. If we don't have an integration, then give your provider a nudge and we'll do the rest. Check out our Integrations page.

Access to Connect is free for our Monitor and Select clients - there's no additional license fee to use our tech. All of Enhance's fees are charged at the portfolio or client level for the service we are delivering, generally quarterly in arrears, and these fees include Connect access. The only platform cost that may be applicable is our API maintenance fee, which only kicks-in if you are making use of some kind of systems integration. Check out our Integrations page.