Total Data Transparency & Control
For Wealth Firms
Connect your Systems
Engage your Clients
Grow your Business
For Networks & National Firms
For Industry Specialists
Bespoke solutions delivered quickly & affordably
For Integration Partners
Working together to deliver holistic solutions
Automatically collect, transform, and aggregate any kind of data from any source - including wrap platforms, back office systems, life companies, data vendors, flat files and spreadsheets. Convert and combine into any form you need.
Your online front door needs to be welcoming and easy to open. Fully branded, intuitive, and secure, the portal ensures your clients feel confident in the services you are providing.
With real time MI, data delivery and client reporting, your compliance obligations are simplified and your professionalism assured.
...they work with what you have now.
Flexible components that don't just work with each other...