The Ultimate
Advisor Workstation.
Supercharge your wealth managers. A unified CRM and portfolio management portal powered by an AI Co-Pilot that automates compliance, drafts client proposals, and surfaces actionable portfolio insights instantly.
Scale Your
Book of Business.
Eliminate hours of manual data entry and portfolio analysis. Our AI Co-Pilot continuously scans client portfolios against their investment policy statements, alerting advisors to drift and instantly drafting personalized reallocation proposals.
Everything an advisor needs in one unified portal.
Client 360 CRM
A unified view of every client. Aggregate held-away accounts via Open Banking, track communication history, and instantly view holistic household net worth.
AI Advisor Co-Pilot
Deploy generative AI to summarize client meetings, draft personalized investment proposals, and identify upsell opportunities across your book of business.
Advanced Portfolio Analytics
Analyze portfolio performance, risk attribution, and historical stress-testing visually. Compare client portfolios directly against custom benchmarks.
Automated Proposals
Generate beautifully branded, highly customized Investment Policy Statements (IPS) and reallocation proposals with a single click, ready for client e-signature.
Pre-Trade Compliance
Ensure every reallocation adheres to firm-wide mandates and client-specific restrictions. Automated checks run instantly before any order is routed to execution.
Secure Client Collaboration
Communicate securely. Advisors and clients can chat, co-browse portfolios, and securely exchange sensitive tax documents via the encrypted client portal.
Empower your wealth managers.
Reduce administrative burden by 60% and allow your advisors to focus on what matters most: building strong client relationships.