Delivering everything you need on a single platform with a simple UX:

• Simple and low-cost agent solution designed by user persona such as client advisor, portfolio manager, compliance officer, operations
• Our agents can connect to your legacy systems and applications
• Agents and AI-native apps combined with your proprietary data/systems in one platform
• Powerful platform of curated 'best-in-class' apps and services from the worlds best providers
• Single services agreement with addendums so no need to manage numerous vendors
• Single API gateway with in-built data model - no need for expensive and complex integrations
• Scales from 1 user to a 1,000 users
• Dramatically save time, costs and enhance performance with in-built compliance and record keeping