Our all-in-one platform increases financial advisor productivity, optimizes operational efficiency, and enhances the investor experience. Ideal for individual advisors, broker/dealers, RIAs and fund companies.
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs.
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.
Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views and more.
Easily assess education savings needs and establish an optimal strategy.
Integrate life, critical illness, and disability insurance assessment with guided workflows.
Automate tedious tasks that often take advisors and support away from more valuable activities.
Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile app environment.
More channels of access and real time interaction can lead to higher client satisfaction and retention.
Multiple implementation models, and a wide range of enterprise and advisor settings are designed to serve any firm’s or advisor’s preferences.
It’s also multilingual, with support for international currencies.
Powerful premium features, personalized branding, and advanced customizations are available for enterprise licenses. Everything from brand to process workflow can be tailored to fit your needs.
Choose From Three Implementations:
Third-party data providers plus custom data feeds
1,3 M +
Unique investment options, mutual funds, ETFs & stocks
326 M +
Rows of data
Program Director, Wealth Management Strategy
Vice President, Wealth Industry Principal
Jonathan is a wealth management expert known for implementing digital solutions that increase both efficiency and assets under management.See more insights from Jonathan
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