A comprehensive toolkit designed to strengthen your firm

Our Contact Management feature plays a central role in developing and nurturing client relationships. By meticulously recording and associating contact details with risk profiles, households, and portfolios, advisors gain a holistic view of each client's financial situation. This enhances their understanding of client interactions with the platform and the advisory team, enabling more personalized and well-informed financial guidance.

Crafting tailored investment models has never been easier – with just a click, you can build custom models featuring thousands of equities. This streamlined process saves valuable time and simplifies the complex task of model creation, ensuring precision and enhancing your decision-making process. This enables you to fine-tune your models, ensuring they align with your investment objectives and risk tolerance.

Enhance the versatility of your investment portfolio and access comprehensive strategy-level reporting while simultaneously reducing account fees and simplifying management. This seamless, efficient process is made possible through our Unified Managed Accounts (UMA) technology.  UMAs offer detailed reporting at the strategy level, providing you with a comprehensive view of your investment performance, allowing for informed decisions.

Our risk management system plays a pivotal role in ensuring that portfolio goals are aligned with the most suitable investment strategies. This comprehensive system continuously monitors risk factors across individuals, portfolios, and the underlying holdings. It also equips financial advisors with the capability to promptly modify investments should they veer away from the desired risk tolerance levels. In addition, our system provides regular alerts to advisors when updates to client risk profiles are necessary. By employing this system, we ensure that investment strategies are finely tuned to match individual risk tolerances while maintaining a proactive approach to risk management.

Improve your wealth management operations with our multi-custodial digital forms. These forms eliminate repetitive data entry and offer the convenience of bundling different forms based on business needs. With a simple click, you can seamlessly complete required forms for account openings, portfolio changes, and other business needs.  Digital forms simplify data capture and form completion, ultimately improving the client onboarding and overall experience.

Our client portal offers significant advantage, particularly in three key areas: tailoring client views, providing comprehensive portfolio data, and ensuring user-friendly functionality. The ability to configure client views enables personalized experiences, fostering deeper client engagement and trust. Additionally, access to in-depth portfolio data ensures that clients have the necessary insights for informed decision-making, enhancing their financial success. The ease of use of such a portal simplifies client interactions, streamlining communication and collaboration between clients and advisors, ultimately improving overall operational efficiency and client satisfaction​.

Harness the capabilities of dashboards for a thorough evaluation of various aspects of your firm's operations, covering billing, portfolio performance, and back-office procedures. This versatile tool serves as a gateway to invaluable insights that hold the potential to drive both growth and efficiency within your firm, all powered by our analytics engine.