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.
| 23.185.0.3 |
| 2620:12a:8000::3 |
| 2620:12a:8001::3 |
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| 30 aspmx3.googlemail.com. |
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| ns-1596.awsdns-07.co.uk. |
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| ns-702.awsdns-23.net. |
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