Simplify your wealth technology with a single platform and unified experience from front to back office. Reduce your total cost of ownership and operational inefficiencies. And give valuable time back to advisors to focus on building business and deepening client relationships.
Support and scale the services advisors expect with a flexible, front-office solution. Enable advisors to create holistic, goal-based plans, simulate retirement income scenarios, execute against personalized plans, and simplify workflow and practice management.
Use a single platform for all managed account programs to gain efficiencies by eliminating redundant technology and processes. A powerful portfolio management engine built to support single and multi-sleeve managed accounts with trading, tax management, rebalancing and model management tools.
Automate sleeve and tax lot accounting, reconcile trades efficiently and securely, and minimize operational risk. All with options capabilities, block orders, and compliance tracking delivered through a single, consolidated platform that integrates seamlessly with your existing systems.
Access our wealth ecosystem for flexible, plug-and-play solutions connecting you to our network of 120+ asset managers for third party strategies and 60+ custodians for trade routing. Support your advisors with essential prospecting, management, trading and reporting tools.
We’ll be your closest collaborators, working alongside you to prioritize and build solutions that are truly relevant to your needs, today and tomorrow.
July 10 2020
July 10 2020
July 10 2020