Reconnect with what you love.

Necessary tasks can take up most of your day. That’s why we provide innovative tools to help you get back to doing what you love—helping clients achieve their financial goals.

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Manage your business more efficiently. Better serve your clients.

 

Highly Configurable
Get control of daily activities with configurable screen layouts for roles like advisor, firm manager, operations, and trader.
Streamlined Workflows
Help everyone in the office work more efficiently with streamlined workflows and a flexible user experience.
Easy to Use
Enjoy a modern technology platform that’s customized to the way you work so it’s easy to learn and use.
On-the-Go Access
Meet with clients any time, any place—with full access to accurate and up-to-date information on your mobile device.

Everything you need for successful client relationships on a single, holistic, wealth management platform.

Portfolio Management
View portfolios the way you want to manage them and dynamically drill down from summary to detailed information.
Client Reporting
Cater to the needs of high-net-worth clients with modern reports that match the way you tell your story.
Rebalancing
Rebalance accounts, portfolios, or households, no matter where the assets are held— right from the platform.
Investor Experience
Tailor your story to clients in a way they can easily understand using the client portal, vault, and communications tools.
Net Worth Reporting
Automatically aggregate all of your clients' assets on the platform, including liabilities, for net worth reporting.
Presentation
Compile financial plans, performance reports, and other files in one, sleek presentation. Securely save it to clients’ vaults for review.
Billing
Understand your revenue stream. Structure your fees the way you want—and communicate them to clients in a way that's easy to understand.
Alternative Investments
Track alternative investments and display positions and performance along with clients' other assets.
Integration
Flexibility to choose the integrations that work best for you.
Firm Reporting
Understand how your business is doing and gain new insights with data views designed for decision making.
Data Mining
Find answers quickly and easily. Leverage your aggregated and reconciled client data for compliance and business intelligence.

View your portfolios the way you want. Dynamically. Seamlessly.