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Connected wealth management software solutions

Improve automation and advisor efficiency with our unified digital wealth management platform.
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Trusted by industry-
leading businesses

Commonwealth
Wealthscape
TMG
Strata
quote

Financial professionals affiliated with MassMutual typically save hours each week using 1-Click Reviews when preparing reports for client meetings, which has profoundly improved their level of service to their clients as well as their overall productivity.

John Vaccaro | Head of MassMutual Financial Advisors and Advisor360° client

Construct a tailored digital wealth experience

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

Account opening

Reporting

Books and records

Advisor experience

Client portal

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.

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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.

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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.

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

1-Click Review®s run by our clients*

Hours saved

*Reports run from 01/01/2022 to current date

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

Calculate your time saved

Power end-to-end operational efficiency

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

Manage

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.

Empower your advisors

Act

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.

Drive better outcomes

Innovate

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.

Learn how to get started

Want to learn more about the complete wealth management experience?

Request a demo

Awards and recognition

Wealthies Finalist
2023
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ThinkAdvisor's LUMINARIES
Class of 2023
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Wealthies Winner
2022
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ThinkAdvisor’s LUMINARIES
Class of 2021
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