Tailor your Ideal Wealth Management Experience

Quickly design personalized user interfaces by selecting specific widgets to define roles, set permissions, and structure your organization. Tailor your setup to perfectly match the requirements of different business divisions, client categories, or individual user preferences.

Update your platform’s look and feel, from colors to fonts, to match your brand identity.

Create custom roles with adjustable permissions and easily manage users, from sending invitations to assigning roles in one end-to-end suite.

Use plug-and-play features to set up the ideal client experience—no coding required.

Tailor client workflows as your understanding of their needs evolves to ensure responsive and personalized service.