Solution introduction
The ultimate payments tool
Save operational time. Exceed client expectations
Leverage the unified power of:
Payments
With real-time custodian APIs, efficiently move money and centralize client payments from one platform.
Cashflow reporting
Provide clients insightful reporting on their money movements, combining data stored across multiple sources.
Integrations
Eliminate double data entry using direct connections to your CRM and portfolio management tools.
Onboarding
Quickly import real-time custodian API account data alongside your CRM client relationships.
