Software and Apps

Reporting
Streamline the operational and client reporting process with powerful packaging, commentary and scheduling capabilities.

Report Builder
Build/automate custom, branded reports to improve speed of communication and distribution.

Dashboards
Customizable dashboards giving you the information and data you need, when you need it.

Investor & Advisor Portal
Powerful dashboards giving advisors & investors cloud-based access to relationship and account level information.

ControlOps
Support audit, compliance and regulatory tasks while increasing control and oversight of investment operations.

Compliance Engine
Powerful rules engine sources, centralizes, & compares disparate data via extensive system and API integration.