Offering RIAs technology to simplify client operations with portfolio monitoring, cutting edge financial advice, and providing your clients digital access. Giving you more time towards deeper client relationships while we stay behind the scenes.
What we offer
White labeling, so your firm is always front and center for all client interface.
Customization to your company's brand is quick and easy.
One platform to manage all of your clients investment accounts.
Streamlining your operations so you can spend more time with your clients.
Decrease communication gap with live snapshot of your clients investment performance page.
Client investment account access
Your clients can login to their platform using same easy onboarding experience.
They can access their investment portfolio’s performance in real time.
Communication made easy through chat option.
We are uncompromising when it comes to data security
Accounts are held to Industry standard secure communication over SSL
Access to our data driven investment portfolios all while operating under your own RIA.
Create your own Investment Platform to get started