Wealth Platform Solutions

Transform your business with the modular ecosystem that lets you modernize front office to back. Start small or overhaul your technology stack adding efficiencies at your pace.

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One digital wealth platform provides flexible efficiency

Drive advisor productivity
  • Support both sides of the balance sheet with securities-based lending
  • Grow your practice with advanced data insights and reporting
  • Turn advisor compensation management into actionable business intelligence
Digitize operations
  • Automate processes, including alternative investments
  • Manage key performance and risk metrics with persona-based dashboards
  • Prioritize critical tasks with real-time alerts and notifications
Build relationships—and business
  • Engage investors with personalized omni-channel communications
  • Spark investor-centric conversations and drive growth
  • Apply personalization powered by predictive analytics to get and retain clients

One wealth management platform. Many advantages.

Integrate easily with your existing framework

Add new components to mitigate risks, deliver on regulatory requirements, and drive efficiency.

Build on deep experience

Inform analytics with insights garnered through a rich history of working with wealth managers

Stand out in a rapidly changing industry

Take advantage of next-gen technologies to gain a significant edge on the competition.

Work with true industry experts

Tap into decades of experience through market shifts, regulatory updates, and industry changes.

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What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
Want to speak with a specialist?