Transform wealth management with our turnkey SaaS solution
Automate rebalancing, optimize asset allocation, and manage model portfolios with advanced tools
Offer clients a mobile and web app, along with back offices for advisors and firm owners
Automate onboarding, compliance, and data management across every
client interaction
Enable clients to manage investments independently with automated, goal-based strategies.
Facilitate efficient communication between advisors, clients, and firm owners with role-specific tools and interfaces
Manage portfolios, trading, client services, and compliance in one integrated platform
Tailor the platform with white-label options, API integrations, and customizable dashboards to fit your firm’s needs
Track performance, manage taxes, and handle billing
Performance Reporting
Generate detailed performance reports with integrated tracking tools
Tax Reporting
Simplify compliance with built-in tax reporting features
Fee Billing and Revenue Management
Automate fee management and billing processes
Manage clearing, settlements, and custodian integrations
Clearing and Settlement
Handle efficient clearing processes with detailed settlement reporting
Data Aggregation and Analytics
Aggregate financial accounts and analyze data for better insights
Custody Integration
Connect with multiple custodians for efficient account management
Automate client onboarding, compliance checks, and account management
KYC and AML Compliance
Verify identities, collect documents, and run AML checks automatically
Accredited and Qualified Investor Checks
Validate investor status with automated document checks
Risk Tolerance Profiling
Assess risk tolerance through questionnaires and behavioral analysis
Document and Disclosure Management
Organize and securely share client documents with ease
Monitor activities, maintain records, and ensure client suitability
Compliance Monitoring
Set up real-time alerts to track compliance across all operations
Recordkeeping
Maintain accurate records with secure audit trails
Client Suitability
Assess and review client suitability regularly
Client Agreements
Create, manage, and store client agreements securely
Manage portfolios, asset allocation, and trading strategies
Creating Model Portfolios
Build custom portfolios with access to alternative asset classes
Assigning Clients to Portfolios
Automatically match clients to portfolios with customizable allocation strategies
Rebalancing of Portfolios
Automate rebalancing to align portfolios with client goals
Trading and Tactical Asset Allocation
Execute real-time trades and adjust tactical asset allocations
Explore the trading simulator and see how
easy it is to invest anytime, anywhere.
Scan and try it on your mobile
