Our solution comes with intuitive Manager and Client Portals that you can customise to your branding, fully white-labelled including having unique URLs of your choice for your portals.
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.
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 all internal firm staff for tasks, documents, communications and updates.
Includes various Operations modules such as Plan Valuations, Income Reconciliation, Regulatory Reporting and Fee Management. Generally used by Compliance and Internal Operations & Administrative staff.
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.
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 Wealth Managers, Investment Managers, Portfolio Managers and Advisers.
