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Clients using our software


A holistic wealth management reporting solution

Bundle, schedule, and run fully reconciled reports across all account types with our wealth management reporting solution.

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The problems we solve

Have you or your advisors ever experienced any of these problems?

Time consuming to prepare for client meetings

Research shows that with accounts, insurance policies, financial plans, and CRM data stored in multiple systems, an advisor spends over 2 hours running reports in preparation for a client meeting.

Increased support costs

High costs and operational inefficiencies are tied to training new advisors and their staff on where to go and how to report in different systems.

Inconsistent data

Duplication of accounts across systems leads to inconsistencies in the data that is shown to clients, leading to increased support and decreased trust.

Compliance risk

Reporting in multiple systems leads to an increase in opportunities for non-compliance to occur.

Disjointed client experience

A different look and feel to reports given to clients impacts perception of an advisor’s brand.

Insurance as a gap

Most aggregated reporting tools focus on investments and not all aspects of wealth management. Those that cover insurance have very light data coverage that doesn’t tell a complete story.

How much time does it take to schedule, run, and reconcile reports for a typical client meeting?

See how you stack up against your peers.

Read the 2022 Connected Wealth Report

Our solution

We offer a comprehensive wealth management reporting suite that allows for configurable reporting at the practice and household level across investments, insurance, and financial planning.

Data to power reports is gathered from our Unified Data Fabric™ (UDF) where the data is continuously monitored to ensure its accuracy, consistency, and validity.

Enjoy a number of benefits, including: 

  • Reports require a single login to our platform, saving time and simplifying the advisor experience.
  • Leverage over 100 configurable reports across all types of investment accounts, insurance types, and planning.
  • Automatically identify new growth opportunities through unique reporting, leveraging our robust data set.
  • 1-Click Review® reduces meeting prep to a matter of minutes with even more time saved by integrating with your CRM.
  • Flexible performance reporting allows advisors to communicate performance in different ways to clients.
  • Reporting for the home office, advisor, and client ensures that all personas see consistent data.
  • Integration into the client experience makes it easy for advisors and clients to collaborate in a familiar experience.
  • Build confidence in your client experience and reinforce the advisor’s brand with configurable branding.
  • Simplify vendor management and maintenance by reducing the number of vendors.

Ready to get in touch?

Learn how we can provide your advisors with a faster wealth management reporting software so they can spend more time fostering client relationships.

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