Your new wealth management technology platform starts here

/ DIGITAL ONBOARDING

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

/ CRM

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

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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

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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

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/ INVESTMENT FRAMEWORK

• Build custom client portfolios 
• Use open-architecture models 

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/ TRADING + REBALANCING

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

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/ REPORTING

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

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/ FEE BILLING 

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

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/ MARKETING

• Create trust
• Build your brand
• Improve  your online presence
• Attract more prospects

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