Flows
Your front-office processes, made executable. A flow collects the right information, produces the right documents and applies the right checks at each step, built from a prebuilt component suite covering what a financial institution needs — from KYC to suitability, goals and portfolios. 

Clients
Person, company or group, with the system of record for the relationship: every flow, document and activity lands on the client. Your own CRM can stay the source, with client information shown from the data you already hold there. 

Investment engine
Your product catalogue organised into portfolio collections, each product carrying its cost, documents, suitability criteria, sustainability attributes and wrapper types. Plus the market data behind them, your risk models, your financial situation models, and the rules for how portfolios and mandates are constructed. 

Documents and signing
Tailored PDF templates — suitability reports, offer documents, client agreements — filled with the client's answers, the recommendation and the analysis behind it.

Signed manually, or with the client's national eID through Idura: MitID, BankID and the other Nordic eIDs. 

Accounts and orders
Accounts, mandates, saving plans and orders that follow the client across the relationship, so advice does not stop at a recommendation. 

Integrations
APIs and webhooks, OpenID Connect SSO, your own MCP servers, and ours. Morningstar, Idura, Trapets, ENIN, Sumsub and Whereby are integrated and ready to switch on.