Unified Client
Record
Centralize all client data, personal details, financial information, documents and communications lives in one place. No more fragmented systems or duplicate entries.
Total Net Worth
View
View each client’s complete financial picture with a centralized dashboard of accounts, holdings, and goals. Include external assets for a true net worth view.
Intelligent Workflow
Automation
Automate data flow with custodian integrations that remove manual uploads and reconciliation, keeping accounts, transactions, and transfers in sync for faster, more accurate operations.
Secure Document Collection & Sharing
Configure onboarding to align
Manage client documents with a secure digital portal that easily collects, uploads, and shares key files like ID and tax slips. Auto-tagging, version control, and permissions ensure accuracy, transparency, and control.
