Automation and Management for Independent Advisors


Simplify tedious operations work while keeping your process and serving more clients.


Workflow automation without developers

A powerful place to work for your operations team

  • Gain Visibility and support all client accounts without sacrificing your software decisions: import, transform and load to leading performance reporting, portfolio management and financial planning systems
  • Manage the Lifecycle of growing private assets and liabilities by leveraging our powerful systems to build intuitive workflows for your existing teams with ease and speed
  • Maintain Connections between client and account data across all of your systems, ensuring that all processes, like quarterly reviews or rebalancing are performed from up to date and consistent sources

Improve efficiency in days

Extract, transform and load any document or client communications. Gain insight across your existing software products and data

  • Effortlessly Combine client information like balances and activity across various account types, from retirement to limited partnership interests, and build repeatable processes triggered from email or upload
  • Collaborate across the firm to ensure that multifaceted processes like portfolio rebalancing or prospect generation benefit from operations team's efficiency and investment team's rigor while incorporating both internal and market data
  • Leverage you expertise by getting the most out of your data with minimal effort, enabling operations teams to support exceptional client experiences and making them more available to your entire business

Save operations time, earn revenue

Take action with confidence and control

  • Automate the Boring and manual processes and elevate the important data which can be used to provide personalized services
  • Offer Peace of Mind by encompassing their entire financial journey without straining your team or using shared outsourcing teams with undifferentiated approaches

Learn more about Custom Workflows

Data mapping and monitoring made easy

Import transaction, position or security detail into a simple workspace for complex situations

  • Automatically Export transaction level details, thoughtfully connected to the clients estate or organizational chart, no matter how complex the raw document
  • Explore an customized interactive balance sheet, income statement or cashflow statement with the capability for investment performance reporting to support investment, finance and accounting teams.

Learn how we built an advanced portfolio monitoring solution