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Empower your advisors.
Drive decision-making.

Decisions and results cannot come from inconsistent and disconnected data. Our technology interlaces data from hundreds of sources into a unified format that powers time-saving tools and workflows.

See how our technology aggregates data
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Seamlessly compile reports in seconds

We consolidate wealth data from hundreds of sources, allowing your advisors to combine investment, insurance, and banking product types into reports with 1-Click Review®.

Prepare for meetings with one click
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Open accounts
with unprecedented
speed

Your advisors can efficiently open accounts with Digital Onboarding by reducing manual steps and increasing automation.

Open new accounts faster
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Tailor insights with a holistic household view

Help your advisors provide more meaningful insights. Group accounts through familial relationships into households so recommendations are made with greater accuracy.

See an integrated household view

One wealth management platform supports you, your advisors, and their clients

Create a single system of record and enable the entire advisory experience across any device.

Home Office Experience

Home-office

Enterprise

Configure the platform according to your business, helping you increase revenue and reduce costs and compliance risk.

Advisor/Client Experience

Advisors

Advisors

Effectively manage and grow their entire business and client relationships in one place.

Advisor-clients

Advisor clients

Give clients a holistic view of their complete financial life through a simplified interface.

Unified Data Fabric™

Our Unified Data Fabric is the foundation of our platform—cleaning, normalizing, and enriching data from hundreds of sources.

Our clients

The Advisor360° platform creates efficiencies for the entire business, streamlines operations, and allows financial professionals to do what they are best at—spending more time helping their clients.

Head of Financial Advisors

A wealth management platform that easily integrates with your existing technology

Our configurable enterprise software adapts to the way your company works.

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Data perfected

The patent-pending household-based Unified Data Fabric ingests, normalizes, and enriches data from hundreds of sources using over 10,000 business rules. You and your advisors access the cleanest, most accurate data that serves as the foundation of a consolidated client view within a single system of record.

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Designed for today and tomorrow

Accelerate your digital transformation and future-proof your technology quickly and cost effectively with our enterprise-level single configurable code base.

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Exponential productivity

Help your advisors focus more on their clients. Our deeply integrated SaaS platform unifies over 400 feeds and financial advisory applications advisors rely on to do their job and automate many manual tasks.

Insurance agent speaking with client.

Integrate investment, banking and insurance guidance to enable your agents to make personalized recommendations

As today’s investors seek to transfer trillions of dollars, insurance agents will see an increase in demand for financial advice that spans their clients’ complete financial lives™. A hyper-personalized approach with clients will enhance communications and enable optimal outcomes for your agents’ households.

Discover how

Discover more of our thought leaders’ WealthTech innovation insights.

Read more on our blog