Boston, MA
Summary
This platform provides an all-in-one cloud-based wealth management solution designed for relationship-focused financial advisors. It aggregates data, centralizes workflows, and offers a comprehensive overview of business operations. Key features include an advisor dashboard, client portal, performance reporting, trading and rebalancing tools, and integrations with leading wealth-tech vendors. The service targets registered investment advisors (RIAs), including breakaway RIAs and established firms, aiming to enhance client experience and streamline operations.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
11.7 years — Since Apr 2013
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Wealth Management Software
2. Investment Advice
Vendor
Source
Apple
TXT Record
Atlassian
TXT Record
TXT Record
Slack
TXT Record
Salesforce
TXT Record
ZenDesk
TXT Record
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