Built To Be Flexible


Tomorrow’s Technology for Today’s Advisor

A full range of options lets you configure the types of recommended securities, portfolio strategy and even the client questionnaire.

  • User Experience
  • Investment Selection
  • Client Suitability Questionnaire
  • Custodians


Flexibility For Investors

  • Personalized Portfolio
  • Goal Based Investing
  • Tablet/Mobile Ready


Flexibility For Financial Advisors

  • Configurable asset classes
  • Flexible security types
  • White-Labeled Platform
  • Auto-Rebalancing