Our solution comes with intuitive Company and Client Portals that you can customise to your branding, including having subdomain web links of your choice for your portals.
For all your Client and Practice management needs. Includes various advice modules such as Manage, Onboard, Plan, Report, Engage and many more. Generally used by Advisers, Paraplanners and Internal Operations & Administrative staff.
Includes various Operations modules such as Plan Valuations, Income Reconciliation, Regulatory Reporting and Fee Management. Generally used by Advisers and Internal Operations & Administrative staff. (*some features are under development)
A place to securely manage users, roles, security, add-ons, integrations, custom branding, logos, urls, billing, invoices and many other firm settings. Generally used by Heads of Operations, Technology, Advice, and Firm Owners.
Available 24/7 and accessible using Mobile, Tablet, Laptop and Desktop with many engaging features. Multiple branding options with your own logo and colours. Give your clients an enterprise digital experience, and enhance your firm’s reputation.
Create and monitor portfolios at a client level or as centralised investment proposition, either manually or by using models to use for planning and suitability. Generally used by Portfolio Managers and Advisers.
