Our story
Complex: a group of things that are connected in complicated ways. Simply put, we take the complexity out of wealth management.

We build enterprise software as the single system of record for all components of the platform—whether these are investor- or advisor-facing components or to support broker-dealer back office processing. We’ve dedicated many years in the relentless pursuit of uniting the entire data management life cycle to deliver a deeply integrated, comprehensive platform. Building and delivering an amazing enterprise wealth management platform experience, powered by our secure Unified Data Fabric®, is our business—and our only business. We make the complicated connections—investment, insurance, and banking account data, and third-party applications and workflows—so you don’t have to.