Create investment experiences your clients will remember
Let users directly connect their wealth & investment accounts from over 75 platforms. Gain an overview of their accounts, positions, securities and more.
Move clients under your management faster and streamline asset transfers. Gather data on held-away assets to help them achieve their goals with holistic financial planning.
Let clients link all their investment accounts within your experience and become their most valuable financial partner.
Consolidate all users’ assets, onboard them faster, and build 360-degree financial products they’ll remember.
Facilitate regulatory disclosure requirements and discovery of conflict of interest holdings for employees within your firm. Gather and verify positions, securities and transactions with one single data pull.
Full service brokerages
Mutual fund companies
Specialty investment companies
Interested in learning more?Get a demo