One Platform. Every Investment.
Total Control.
Stop juggling separate systems for public markets, alternatives, insurance, and managed accounts. Your advisors deserve a unified investment experience that actually works.
Built for modern investment management.
- The Problem
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's Actually Broken
Silos Don’t Build Portfolios
Platform Proliferation
Every product category lives in its own system. No unified view. No holistic management.
Analytics Anarchy
Different performance data from different sources. Nothing reconciles. Nothing makes sense together.
Experience Fragmentation
Advisors learn six different interfaces to do one job. Clients see disconnected pieces, not portfolios.
Operational Overhead
More systems mean more complexity, more training, more things that break.
Your investment platform should unite, not divide.
- What We Fix
The Unified Investment Experience
You’ve Been Waiting For
Everything in One Place
Public markets, alternatives, insurance, 401(k)s, donor-advised funds—unified in a single, streamlined experience.
Analytics Integration
Works with your preferred analytics provider. Morningstar, FactSet, YCharts—your choice, our platform.
Advisor-Centric Design
Interface built for how advisors actually work. Portfolio construction that makes sense. Tools that help instead of hinder.
Client-Ready Presentation
Everything looks professional and cohesive. Your brand, your standards, unified experience.
What You Get
Unified Investment Universe
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Public markets, alternatives, insurance in one view
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401(k) rollovers & donor-advised funds integrated
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Complete portfolio visibility across all asset classes
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Seamless navigation between investment types
Model Integration
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Manage model portfolios across custodians & platforms
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Seamless integration with your existing model management
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Custom allocation tools with real-time validation
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Drift monitoring & rebalancing alerts
Analytics Integration
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Connect your preferred analytics provider
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Unified performance reporting across all investments
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Custom dashboards tailored to your investment process
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Risk analytics & attribution reporting
Fund Curation & Comparison
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Filter strategies by values, fees, liquidity & metrics
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Side-by-side comparison tools for alternatives
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Due diligence workflows & documentation
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Investment committee approval processes
Alternative Fund Integration
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Private equity, real estate, venture funds included
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Streamlined alternative onboarding workflows
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Performance tracking for illiquid investments
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Compliance-ready documentation & reporting
Customizable Investment UI/UX
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Beautiful, branded experience across all touchpoints
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Advisor-facing dashboards with your firm's design
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Client-ready investment summaries & reports
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White-labeled experience with zero vendor branding
The Transformation
- Before Investment Center
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Portfolio management = juggling six different systems
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Analytics = hoping different data sources align
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Client presentation = cobbled together from multiple platforms
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Advisor efficiency = lost in system complexity
- After Investment Center
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
Abby Salameh
Chief Growth Officer, RFG Advisory
50%
reduction in time spent gathering investment data
Unified
analytics across all asset classes
Professional
client presentation for every investment
Single platform
training instead of multiple systems
Advanced Features
Trading Workflow Integration
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Connect investment decisions to trade execution
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Automatic allocation & rebalancing
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Real-time funding alerts & cash management
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Direct integration with your trading platform
Performance Analytics
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Comprehensive performance tracking across all investments
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Risk analytics & attribution reporting
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Custom benchmarking & peer comparisons
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Client-ready performance summaries
Document Management
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Centralized storage for all investment documentation
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Due diligence materials & committee decisions
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Client investment summaries & reports
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Compliance documentation & audit trails
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.
Ready to Unify Your Investment Experience?
Watch unified investment management in action.
30 minutes to design the investment experience your advisors need.
Stop fragmenting the investment experience.
Stop forcing advisors to become system integrators
Stop presenting disconnected pieces as portfolios.
Why This Matters
Your advisors are investment professionals. Their tools should reflect that.