Empower advisors with a modern workspace designed to simplify client management, personalize advice, and scale their book of business.
Deliver More Personalized, Proactive Advice
Empower advisors with real-time KYC, suitability, and account data. Surface AI-driven Next Best Actions that highlight key opportunities, and easily create and manage personalized financial goals aligned to each client’s portfolio.
Streamline Day-to-Day Client Management
Simplify every client interaction. Create and send digital documents for signature, manage contributions, withdrawals, and transfers, and keep all interactions organized in one place. You can also grant secure access to accountants, POAs, and other trusted third parties.
Gain Visibility and Control Across the Book
Get a unified view of every account. Access and update key details, tax documents, and transactions, with a ledger and audit log. Generate tailored statements and performance reports, and stay ahead with compliance workflows and flags.
Streamline Day-to-Day Client Management
Simplify every client interaction. Create and send digital documents for signature, manage contributions, withdrawals, and transfers, and keep all interactions organized in one place. You can also grant secure access to accountants, POAs, and other trusted third parties.
