Deliver incredible digital or hybrid wealth experiences with one comprehensive platform.
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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.
A seamless, connected experience for clients, advisors, and everyone behind the scenes. One unified platform to truly service all stakeholders.
All the expertise and tools required to grow your wealth program. Reach new clients and drive revenue, or save money on existing processes.
Modular plug & play platform that enables you to deliver the experience that your clients, advisors, and internal stakeholders expect.
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.
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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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.
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 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