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Solve your current pain points with our award-winning solutions.

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Increase automation with our modern wealth platform.

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The leading end-to-end wealth management platform.

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Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

Insights
2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

Insurance broker-dealers

Help your agents with our insurance and wealth management software

The U.S. is experiencing the biggest wealth transfer in history.1 As trillions of dollars change hands, insurance agents are seeing a commensurate increase in demand for financial advice. Heirs are looking for guidance on their complete financial lives and the lives of their loved ones.

Your agents must integrate protection and wealth management

People seek out agents who understand their needs and offer personalized guidance for their families. Unfortunately, most insurance agents can’t credibly weigh in on the whole picture for all family members and situations because of the legacy technologies they have in place.

How many of these problems sound familiar?

Only a hyper-personalized approach showing your clients’ complete financial outlook can enhance communications and enable recommendations for optimal outcomes within your agents’ households.
limited details

Limited details on products not sold by your firm

manual entry

Manual entry of held-away assets 

investment details
Investment details in different platforms
lack of seamless login

The lack of a seamless login experience for agents’ clients

pending policies

Pending policies in a different platform from existing policies

inability to see annuities

Inability to see annuities and all insurance products in a single dashboard

few details
Few details on the financial lives of all household members
spending days

Spending days or weeks preparing client meetings

True wealth management encompasses insurance, banking, and investments

Unify your financial advisors’ protection and wealth data, integrate their applications, and provide time-saving workflows.

Watch this video (1:51) to learn how to view a household’s investment, banking and insurance portfolios seamlessly in one fully consolidated wealth platform.

You can drive the change in insurance

Your agents can securely unify all business lines from insurance to retirement to investments. Discover how implementing the right technology boosts agent efficiency and productivity, reduces compliance risk, and increases assets under advisement.

Download the fact sheet
insurance fact sheet mockup

We’re committed to your security

Protecting the integrity of your sensitive household information (including both PII and PHI) is vital. Learn about our commitment to building and maintaining a safe, enterprise-grade wealth management platform that ensures data remain secure and protected.

Ready to get started?

Learn how our platform can help your agents improve communications and enable recommendations in the best interest of households.

Get a demo

1 Eisen, Ben and Tergesen, Anne. “Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away.” The Wall Street Journal. July 2, 2021. https://www.wsj.com/articles/older-americans-35-trillion-wealth-giving-away-heirs-philanthropy-11625234216?mod=Searchresults_pos3&page=1