Your Data Lives in Twelve Different Worlds
Board asks:
"What's our AUM growth this quarter?"
Check Orion. Export from Schwab. Pull Fidelity reports. Download CRM data. None of the numbers match.
Three hours later:
Still building one answer from scattered pieces.
Your Data Should Inform Decisions, Not Delay Them.
What You Get
Complete Data Unification
130+ pre-built integrations across wealth management platforms
Real-time sync from CRM, custodians, portfolio systems, billing
Automatic data normalization and quality validation
Single source of truth for all business decisions
Enterprise Data Engine
Snowflake-powered infrastructure for unlimited scale
Columnar storage optimized for analytics performance
Role-based access controls with enterprise security
Time travel capabilities for historical analysis
Ready-to-Use Intelligence
Prebuilt data views for advisors, clients, accounts, portfolios
Native connectivity to Power BI, Tableau, Sigma
Custom dashboards and reporting without IT dependency
API access for custom applications and workflows
Intelligent Processing
Change data capture for real-time synchronization
Automated reconciliation across multiple source systems
Data quality monitoring and exception alerts
Smart mapping for complex data relationships
Business Questions
Instant Answers From Unified Data
Monthly Reports
Automated, Accurate, Real-Time
Decision Making
Immediate, Confidence-Backed
Growth Analysis
Unlimited By Clean, Connected Data
REAL RESULTS
Built For
Wealth Management Complexity
Multi-Custodial Intelligence
Handle Schwab, Fidelity, Pershing, TD data with automatic normalization and reconciliation.
CRM
Unification
Salesforce, Wealthbox, Redtail, Junxure—all advisor and client data unified and accessible.
Portfolio System Integration
Orion, Black Diamond, Addepar, Tamarac data flows seamlessly into unified analytics.
Billing &
Accounting
Connect any billing platform or accounting system for complete financial visibility.
Advanced
Aggregation Features
Multi-Source Reconciliation
Automatic cross-validation between systems
Conflict detection & resolution workflows
Data lineage tracking for audit requirements
Historical accuracy monitoring & alerts
Real-Time Processing
Change data capture for immediate synchronization
Stream processing for high-frequency data updates
Event-driven workflows triggered by data changes
Real-time alerting for critical business events
Data Quality Management
Automated data validation & cleansing rules
Exception monitoring & stakeholder alerts
Data profiling & improvement recommendations
Quality scoring & trend analysis
Flexible Integration
File ingestion for legacy systems & manual uploads
API connectivity for custom & proprietary platforms
Screen scraping for systems without data export
Email-to-warehouse for unstructured data capture
Why This Matters to Leadership
Every minute spent gathering data is a minute not spent analyzing it. Every delayed decision is a missed opportunity.
Stop being a data archaeologist. Stop making decisions with incomplete information. Stop waiting for reports that are wrong before they're finished.
