Our technology automates the wealth management process into a cost-effective online solution. It simplifies the entire investing process “client on-boarding, record-keeping, portfolio construction, and rebalancing” into a streamlined end-to-end solution.

Configurable Technology

White-labeled technology that can be tailored to advisor and investor needs

Flexible Investments

Ability to create multiple portfolios and utilize different types of securities

Dynamic User Experience

Next generation digital experience including mobile/tablet ready

Lead Generation Tools

For life insurance, annuities, financial and estate planning

Client Messaging

Screen mirroring and online chat options

Compliance Reporting

Maintain records of all relevant data

Bank Level Security

256-bit encryption provide by Thawte