Your Investment Universe Is Fragmented
Advisor Building a Client Portfolio:
Public equities in one system. Alternatives in another. Insurance products somewhere else. SMAs in a fourth platform.
Client asks:
"How's my overall allocation looking?"
Advisor thinks:
"Give me 20 minutes to pull data from four different places."
Your Investment Management Feels Like Investment Chaos.
What You Get
Unified Investment Universe
Public markets, alternatives, insurance in one view
401(k) rollovers & donor-advised funds integrated
Complete portfolio visibility across all asset classes
Seamless navigation between investment types
Manage model portfolios across custodians & platforms
Seamless integration with your existing model management
Custom allocation tools with real-time validation
Drift monitoring & rebalancing alerts
Connect your preferred analytics provider
Unified performance reporting across all investments
Custom dashboards tailored to your investment process
Risk analytics & attribution reporting
Fund Curation & Comparison
Filter strategies by values, fees, liquidity & metrics
Side-by-side comparison tools for alternatives
Due diligence workflows & documentation
Investment committee approval processes
Alternative Fund Integration
Private equity, real estate, venture funds included
Streamlined alternative onboarding workflows
Performance tracking for illiquid investments
Compliance-ready documentation & reporting
Customizable Investment UI/UX
Beautiful, branded experience across all touchpoints
Advisor-facing dashboards with your firm's design
Client-ready investment summaries & reports
White-labeled experience with zero vendor branding
Portfolio Management
Unified View Of Everything
Analytics
Consistent Data From Your Preferred Provider
Client Presentation
Professional, Cohesive Experience
Advisor Efficiency
Focused On Advice, Not Software
REAL RESULTS
Built For
Modern Investment Management
Rep
as PM Workflows
Enable advisors to build bespoke models and implement unique strategies within your governance framework.
Alternative
Investment Access
Seamless integration of private markets, real estate, and venture opportunities alongside traditional investments.
Compliance
Integration
Built-in approval workflows, suitability checks, and regulatory documentation for all investment types.
Multi-Tenant Architecture
Different advisors can have customized experiences while maintaining centralized oversight and control.
Advanced
Features
Trading Workflow Integration
Connect investment decisions to trade execution
Automatic allocation & rebalancing
Real-time funding alerts & cash management
Direct integration with your trading platform
Comprehensive performance tracking across all investments
Risk analytics & attribution reporting
Custom benchmarking & peer comparisons
Client-ready performance summaries
Centralized storage for all investment documentation
Due diligence materials & committee decisions
Client investment summaries & reports
Compliance documentation & audit trails
Stop Fragmenting The Investment Experience.
Stop Forcing Advisors To Become System Integrators.
