Data served your way
Wealth management data are often siloed by account, person, and function. Our UDF foundation ends the silos by pulling and cleaning data from hundreds of external feeds, third-party partners, and our platform. With our suite of tools, we deliver information the way you, your advisors, and their clients want it.
Home Office Experience
Our Unified Data Fabric is the foundation of our platform—cleaning, normalizing, and enriching data from hundreds of sources.
Our householding construct
We base our UDF on households: a group of accounts connected through a family relationship across one or many generations. Householding helps your advisors look at larger groups holistically, so their financial recommendations are made with greater accuracy.
Advisors prospect new clients, predict churn, manage risk and compliance, and reduce the burden of manual operations with timely, clean data within their domain and the platform ecosystem.
With better information in hand, advisors create digestible reports to have more productive conversations with clients, plan portfolio distribution, sell more products, and improve ongoing service.