Solution introduction
Sophisticated automation for wealth management firms
Simplify your practice. Win more clients
Reporting
Get clear, customizable insights into the business you run and the clients you serve.
- Investment Reporting
- Business Reporting
- Account Aggregation
- Billing
Communications
Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients.
- Client Portal
- Branded Communication
- Monitoring & Alerting
- Client Support
Automation
Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver’s seat.
- Batch Reporting & Delivery
- Invoice Delivery
- Client Updates
- Data Flows
