Solution introduction
Increase productivity and efficiency.
Our Data Aggregation solution provides the tools you need to understand your advisors, their clients and the firm's business in a single platform. Get performance reports, track and audit representative activity, seamlessly flow data to third party applications and beat competitors to key insights.
Provide consolidated views of clients' assets—regardless of custodian.
Gain access to a high-quality, fully reconciled database of information and view client performance reports, asset allocation, holdings and transactions on a convenient, user-friendly dashboard.
