Eliminate distribution blind spots
Our intelligent matching platform enables investment managers to see through their distribution network, connecting every flow to the right advisor and client relationship.

Single customer view
Automatically cleanse and match thousands of global distributors, advisors and clients with universal recognition capabilities.

Managed services
Our experienced specialists manage data transformation and ongoing support with no business disruption.

True sales enablement
Empower sales with tailored, timely indicators and alerts that go beyond 'rear view mirror' reporting.

Role-based attribution
Capture every party influencing flows with multi-matching account enrichment and contact or company matching.

Global data coverage
Map client relationships across your entire distribution network including end investors, advisors, GFIs and institutional clients.

Native integrations
Sync records directly with CRM, handling merges and streaming client and sales KPIs via Salesforce and more.