The leading all-in-one wealth platform

Deliver incredible digital or hybrid wealth experiences with one comprehensive platform.

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Powering the
next generation
of wealth

One platform to power the entire wealth management value chain: from customer experience and portfolio management to custodian integration and trade execution, and everything in between.

We enable any entity to launch a net-new wealth program or modernize the delivery of their existing one.

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Deliver best-in-class digital experiences

A seamless, connected experience for clients, advisors, and everyone behind the scenes. One unified platform to truly service all stakeholders.

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Realize new economics

All the expertise and tools required to grow your wealth program. Reach new clients and drive revenue, or save money on existing processes.

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Rapidly launch with minimal effort

Modular plug & play platform that enables you to deliver the experience that your clients, advisors, and internal stakeholders expect.

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Launch and run a truly-automated, infinitely-scalable robo advisor with minimal resources. Our all-in-one, plug-and-play platform enables you to deliver exceptional digital experiences to your clients and staff alike.

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Retail Advisor

Manage retail clients and portfolios at scale. Reduce costs through automation and remove day-to-day administrative tasks. Enhance client experiences with digital advisor-assisted capabilities.

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Private Client Advisor

Provide a sophisticated hybrid experience with available digital features and tools; allowing you to maintain a high-touch experience while automating operational and admin tasks. Get up and running with no development or in-house IT required.

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A growing list of features, including

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Goals-Based Investing
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Market Data Feeds
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Broker / FIX Integration
Multi-Custodian Integration
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Reporting & Analytics
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Fractional Shares
Scale with equal weight
Automated Trading / Rebalancing
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Unified Managed Accounts
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Documents Generation & Management
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Fee Management
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Advisor Portal
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Multiple Account Types
Desktop and mobile phones
Client Portal (Mobile / Web)
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Scheduled Deposits / Withdrawals
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AML/Transaction Monitoring
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Automated Suitability Assessment
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Digital Onboarding

Customer Spotlight

Peoples Group offers tailored financial services in Canada since 1985, beginning with GICs and commercial mortgages and expanding to personal loans, residential mortgages, and Payment and Card Solutions. They also partner with FinTechs to provide tools to help realize their success.

Learn more about Peoples Group

Neo Financial is a leading Canadian fintech company reimagining financial experiences for the modern world. From spending to savings, investing and rewards, Neo delivers the new tools and experiences that technology makes possible.

Learn more about Neo Invest

Manzil offers fully Shariah-compliant financial products, including mortgages and investment opportunities that are locally structured and available to Muslim Canadians looking to build wealth and assets.

Learn more about Manzil Invest

Rise People is Canada’s first and only all-in-one people management platform. Rise offers a modern suite of HR, benefits, and payroll solutions used by thousands of employers across Canada.

Learn more about Rise Wealth

Interested in learning more?

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