Elevate your wealth management capabilities with our platform's no-code configurability. Deploy quickly and make fast changes in response to market demands. A no-code platform empowers you to tailor everything—from team roles to client interactions and workflows—without needing technical expertise.
Intuitive
drag-and-drop
configuration
Quickly design personalized user interfaces by selecting specific widgets to define roles, set permissions, and structure your organization. Tailor your setup to perfectly match the requirements of different business divisions, client categories, or individual user preferences.
White-label
customization
Update your platform’s look and feel, from colors to fonts, to match your brand identity.
Simple user and
access management
Create custom roles with adjustable permissions and easily manage users, from sending invitations to assigning roles in one end-to-end suite.
No-code setup
Use plug-and-play features to set up the ideal client experience—no coding required.
Adjustable client
workflows
Tailor client workflows as your understanding of their needs evolves to ensure responsive and personalized service.
Intuitive
drag-and-drop
configuration
Quickly design personalized user interfaces by selecting specific widgets to define roles, set permissions, and structure your organization. Tailor your setup to perfectly match the requirements of different business divisions, client categories, or individual user preferences.
Insights and tools for the modern wealth professional
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