Our technology is purpose-built

Our solutions are designed based on decades of enterprise technology experience. Whether we are helping an upstart advisory firm or a global financial institution, we believe that three core groups must be served in an integrated way – clients, advisors and home office personnel

Clients

Our intuitive client portal allows clients to view everything in one place, on any device

Financial advisors

Our next-gen advisor portal enables streamlined client onboarding, financial planning and investing 

Home office personnel

Our powerful enterprise portal delivers actionable business analytics and compliance recordkeeping

Our approach is flexible and powerful

We take an open-architecture approach across custodians, investments and technology solutions. We work with your brand, your investment philosophy, your workflows and your relationships

See for yourself

Explore how we can work together using the industry's most advanced wealth management technology platform