Your new wealth management technology platform starts here

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/ DIGITAL ONBOARDING

  • One consolidated e-signature moment - with your custodian's forms and your firm's documents
  • Fund new accounts through ACATS or ACHs

 

 

 

 

 

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/ CRM

  • Automate your processes using powerful workflows
  • Elevate client service using proactive reminders

Learn more about the CRM that thinks like an advisor

 

 

 

 

 

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/ CLIENT PORTAL

  • Collaborate securely, including two-way document sharing and e-signature
  • Offer account aggregation to pull in savings account and credit card activity

Learn more about one place to manage your clients' financial lives

 

 

 

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/ GOALS-BASED PLANNING

  • Show how trade-offs in trading and investing can improve long-term outcomes
  • Strengthen how your clients perceive the value you are delivering

Learn more about intuitive tools that increase client engagement

 

 

 

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/ INVESTMENT FRAMEWORK

  • Build custom client portfolios 
  • Use open-architecture models 

Learn more about the control center for your investment framework

 

 

 

 

 

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/ TRADING + REBALANCING

  • Trade using our tools or via your custodian
  • Rebalance portfolios according to your desired methodology

Learn more about the power to implement your investment philosophy at scale

 

 

 

 

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/ REPORTING

  • Import information automatically from different sources
  • Deliver targeted reporting based on your needs

Learn more about powerful reporting for advisors and clients 

 

 

 

 

 

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/ FEE BILLING 

  • Streamline fee calculation for your team
  • Speed up the revenue collection process

Learn more about automated fee calculation and collection 

 

 

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