Improve efficiency for many day-to-day operational tasks, so you can focus on your clients and grow your business.
Simplified onboarding
Digitally onboard new clients and open many accounts online without need for an in-person meeting.
Operational efficiency
Tools, apps and services for onboarding, account opening, relationship management, report creation and delivery, as well as data transfer, aggregation, and reconciliation.
Information hub
Built-in Investor Relationship Management (IRM) function to track and search client communications, assist with investor profiles and KYC information, as well as notes, email integration and file storage.
Reporting made easy
Gain insight on all of your client portfolios and underlying investments, with fast, easy statement generation and delivery directly from the portal.
Simplified recordkeeping
A powerful portfolio accounting engine automates data processes, facilitates multi-custodian data aggregation, and delivers reconciliation tools. All backed by an experienced support team.
