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

Learn more about the CRM that thinks like an advisor

/ 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

/ 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

/ INVESTMENT FRAMEWORK

• Build custom client portfolios 
• Use open-architecture models 

Learn more about the control center for your investment framework

/ 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

/ REPORTING

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

Learn more about powerful reporting for advisors and clients 

/ FEE BILLING 

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

Learn more about automated fee calculation and collection 

/ MARKETING

• Create trust
• Build your brand

Learn more about how to improve your online presence, attract prospects and close more business