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Advisor using our platform. Advisor using our platform.

Connected wealth management software solutions

Improve automation and advisor efficiency with our unified digital wealth management platform.

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Explore our solution

Construct a tailored digital wealth experience

Choose your main challenge and we’ll guide you to the right solution.

The digital transformation of wealth management

Provide a complete and unified digital wealth management experience for your advisors.

Wealth management starts with connections

We enable connections between broker-dealers, advisors, their clients, and family members in the digital world using data and insights, so experiences are more collaborative, insightful, and productive.

Focus on managing your business, not your software

We transform how top wealth management firms deliver digital wealth experiences by removing the need to manage software and infrastructure, and empower them to focus on what they do best: managing their business.

Apply a comprehensive and unified approach

We provide you with a platform that manages the wealth needs across all business lines while integrating with your existing technology footprint. The results are increased growth, greater efficiency, and deeper relationships.

How much time could your advisors save running and reconciling reports for client meetings?

Learn how to save time

1-Click Review®s run by our clients*

Financial performance reports generated

Save time and increase advisor efficiency by using 1-Click Review to generate all your reports in a single click.

*1/1/22 to date

Power end-to-end operational efficiency

We provide a complete and unified software to manage the digital wealth experience.


Manage the digital wealth experience on a unified platform

Manage the wealth needs of all advisors and clients across all lines of business—from investments to banking to insurance—on a comprehensive platform that integrates with your existing technology footprint.


Act on better outcomes with technology purposely built for the digital wealth experience

Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions.


Stay ahead of constant digital disruption with experts who continually innovate for your business

You need a partner who understands your business. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business—all while keeping your data secure.

Want to learn more about the complete wealth management experience?

Awards and recognition

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