Let users directly connect their investment accounts from over 75 platforms. Gain an overview of their accounts, positions, securities and more.
Move new clients under your management faster. Create holistic financial profiles across all of their online accounts. Deliver more effective financial plans.
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.
& Personal Lenders
Verify applicants’ assets instantly and add new dimensions to your underwriting: a holistic view of your clients' finances, from banking to investment assets.
Full service brokerages
Mutual fund companies
Specialty investment companies
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