Maximize deal flow
Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard.

Take total portfolio control
Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and boost efficiency.

Leverage institutional memory
Develop intelligence and use it to your competitive advantage by tracking every interaction, and every deal, to grow your data and better manage your business.

Establish a metrics-driven approach
Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.

A single, simplified platform
Seamless integration with Outlook/Gmail, mobile devices, Capital IQ, Preqin, and hundreds of other applications.