Open Architecture
Tap into an open architecture that uses robust APIs for deep customization, embedding the full spectrum of wealth management functionalities.
Workflows Engine
Workflow engine automates key processes across onboarding, account opening, compliance, and client servicing. Remove manual steps, reduce errors, and save time, all while ensuring consistency and compliance.
Tailor Without Code
Tailor without code allows to easily tailor workflows, fields, and experiences without technical expertise. No-code tools let firms adapt processes to their unique needs while maintaining brand identity and consistency across every client and advisor interaction.
Integrations
Our next-gen platform is engineered to handle your growth, giving you the flexibility and performance you need to scale efficiently.
Orchestrate Every Process
Move beyond simple automation. Our Workflows Engine gives you the power to design and configure every process across your firm—from onboarding and KYC to client servicing and money movement. Orchestrate and optimize every step, eliminating manual handoffs and ensuring consistency and compliance every time.
Build faster, without a single line of code
Our no-code tools put the power in your hands, allowing you to configure your platform and tailor workflows, fields, and advisor and client experiences. Customize on your terms, with no technical expertise required.
Stop searching, start seeing
Consolidate fragmented data from custodians, portfolio systems, and client applications into one reliable source of truth. With a single, real-time view of every client, you'll gain the clarity you need to build stronger relationships.
Your Stack. Seamlessly Connected.
Leverage your existing tools in one integrated platform, providing the power and flexibility your firm needs all in a single connected workspace.
