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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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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

RIA aggregators and roll-ups

Support your RIAs with our integrated wealth technology

Help your advisors remain competitive and independent with our digital wealth platform for RIA aggregators and roll-ups.

How many of these problems sound familiar?

Sixty-seven percent of RIAs surveyed in our award-winning Connected Wealth Report said their tech “needs an upgrade.” That’s slightly higher than the 65 percent industry average. 
lack of automation

Data Silos
Disconnected systems and multiple custodians require manual reconciliation, slowing operations and obscuring insights.

limited digital

Inconsistent Digital Experiences
Uneven client and advisor interfaces fall short of rising expectations for seamless, modern engagement.

inconsistent data

Lack of Automated Workflows
Advisors lose valuable time to administrative tasks instead of focusing on client relationships and growth.

poor onboarding

Scaling Constraints
Manual processes break down as assets grow, limiting operational efficiency and firm scalability.

Registered investment advisers measure how efficient they are by the amount of time they spend...

See how you stack up against your peers.
RIA chart

Our award-winning report, based on a proprietary survey of 300 advisors, explores the role that a wealth management firm’s technology plays in facilitating business.

Connected Wealth Data Hub

Registered investment advisers measure how efficient they are by the amount of time they spend...

See how you stack up against your peers.
cwr_2022_mockup

Our award-winning report, based on a proprietary survey of 300 advisors, explores the role that a wealth management firm’s technology plays in facilitating business.

2022 Connected Wealth Report

A Unified Platform for Scalable Growth

One platform. One data model. One advisor experience.

We believe the RIA segment is the true center of innovation—and that innovation requires an equally modern technology stack. Our modular wealth management platform unifies advisor, client, and firm workflows - one household view, one data layer, one login - combining asset data, planning, trading, compliance, reporting, and AI teammates into a single system that frees advisors to focus on relationships and advice.
This is not an "all-in-one" or "everything or nothing" approach. We tailor our solution to address your most pressing problems first, driving data unification progressively to maximize impact.

Choose only what you need from our open-architecture platform that integrates seamlessly with other technology: 

Your Path to AI Readiness
Green Checkmark
Unified Data Architecture
  • Single source of truth for all custodians
  • Eliminates manual reconciliation and inconsistencies
  • Real-time data accuracy across all systems
Green Checkmark
Intelligent Automation
  • Automate workflows: from prospect to client servicing
  • Eliminate repetitive administrative tasks
  • Empower focus on high-value client interactions
Green Checkmark
AI-Ready Foundation
  • Structured data for enterprise AI capabilities
  • Foundation for intelligent automation
  • Future-proofed for advanced AI integration

Key Capabilities Include:

✓  AI-native advisor desktop for intelligent recommendations and advanced workflow automation.

 ✓  Unified Client Portal for a singular digital experience from prospecting through planning which enables stronger, more informed relationships.

 ✓  Digital onboarding and account servicing across multiple custodians.

 ✓  Integrated reporting, compliance, and analytics across custodians for operational efficiency.

✓  Open APIs enabling seamless integration with third-party tools.

✓  Advanced householding and data unification to understand the needs of families—as well as individuals—and to create holistic client views.

✓  Parrot AI®, the AI assistant for every client interaction.

✓  Digital workforce and agentic AI solutions native to advisor workflows.

Ready to get started?

Request a demo to see how our platform can provide your firm with the ability to maintain their independence while integrating enterprise grade wealth management technology.

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