Technology
Advisor portal
All-In One Financial Advisor Platform



Proposal Tool
Streamline your proposals and show how their holdings will react to various market cycles.

electronic client onboarding and maintenance
Onboard new clients faster with less manual work and dramatically reduce NIGO rates.



Data gathering
Effortlessly gather data from your clients for financial planning and client reviews.

investment analytics
Powerful application that allows you to evaluate and monitor mutual funds and ETFs.



account aggregation
Easily bring in account data from over 11,000 financial institutions to get a holistic view of held-away accounts.

directly manage 401(k), 403(b), and TSP accounts
Improve retirement outcomes by managing these accounts directly with the record keeping providers and charge your customary advisory fee.


