Platform

No-code Personalization

Elevate your wealth management with our platform's no-code configurability.

Robust Integrations

Empower your wealth management practice with comprehensive integration capabilities.

Choose Your Modules

Choose the modules your business needs, and fit them into your existing ecosystem.

API Customization

Design the wealth management solution that’s right for your firm.

Solutions

Personalize client onboarding using digital tools to meet client and advisor needs.

Customize fees by organization, relationship, and accounts.

Client Experience

Customize your client portal in moments—no coding needed.

Stay ahead of requirements with advanced management tools.

Advisor Platform

Manage client investment data, compliance needs, and more.

Analytics & Reporting

Elevate your financial oversight with a clear view of client portfolios.

Portfolio Management

Build portfolios, manage client investments, and automate processes.

Model Portfolio Marketplace

Gain access to diversified portfolios from leading asset managers

Industries

Banks & Credit Unions

Modernize your institution's approach to wealth management.

Outsource asset management to optimize efficiency and reduce costs.

Wealth Managers

Empower advisors to spend more time engaging with clients.

Financial Planners

Streamline wealth management by outsourcing what you need to.

Insurance Companies

Seamlessly integrate investment options into your current offering.

Launch new lines of business within your existing ecosystem.

Dealers & Custodians

Give portfolio managers and advisors the perfect digital platform

Resources

Get expert insights on modern wealth management.

Guides and Reports

All the latest wealth management thought leadership, insights, research, and more.

Customer Stories

See how top financial institutions are bringing wealth management into the future.

Company

Learn about our mission, values, leadership team, and more.

Interested in joining our talented team? Explore open positions and apply today.

Discover our latest news, achievements, and industry recognitions.

FAQs, support, and more.

Contact Us Book a Demo

Guides & Reports

Read all the latest wealth management thought leadership, industry insights, research, and more.

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Wealth Management

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Report

Report

Wealth Management

Mass Affluent Investors: A Multi-Trillion Dollar Untapped Opportunity

Guide

Guide

Wealth Management

Wealth Management Platform Buyer's Checklist

Guide

Guide

Wealth Management

The Future is Personalized: How to Create Better Advisor and Client Experiences

Experience the future of wealth management

Power the World's Wealth

Platform

No-code Personalization Choose Your Modules Easy Integrations API Customization

Solutions

Onboarding Client Experience Advisor Platform Portfolio Management Fee Management Compliance Analytics and Reporting

Industries

Banks & Credit Unions Wealth Managers Insurance Companies Custodians Asset Managers Financial Planners FinTechs

Company

About Us Careers Newsroom Help Center

Resources

Blog Guides and Reports Customer Stories Contact Us Book a Demo

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