Solution introduction
Track All Your Clients In One Place
Create bespoke or leverage SMA portfolios for each of your clients. Build and share their unique portfolio in minutes
- Easy Onboarding - Get up and running in minutes
- Thousands of Securities - Get access to over 10,000 North American stocks and ETFs
- Strong Security - Keep your money with your existing brokerages. No moving funds required
- Advanced Analytics - Get in-depth insights into how your portfolio is constructed to manage risk
- Smart Integrations - Tie into your existing brokerages
- Automated Tracking - See how you perform in the real world with a paper portfolio
Manage Your Investments
Streamline Client Communications.
Manage your clients, letting you spend more time acquiring new business rather than maintaining exiting accounts.
