Efficiently manage client profiles, documents, and financial data in one wealth management platform. Streamline every step from account opening to performance tracking, all tailored to client-specific goals and compliance needs.
Holistic
client view
A unified real-time dashboard provides a comprehensive view of client data, documents, portfolio holdings, notes, accounts, and more.
Robust account
management
Open and close accounts, create client goals, transfer funds, upload documents, and perform suitability checks—all with just a few clicks.
Advanced
reporting
Gain clear insights into individuals, households, or groups of clients with customer analytics and pre-built reports.
Streamlined
workflows
Create workflows for all your needs, from onboarding to compliance reviews. With automated workflows, your team can focus on client engagement, not administrative work.
Insights and tools for the modern wealth professional
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