Capture, Integrate, Regulate

Transform the most complex data issues by consolidating data from any source or complex data feed, including alternative assets and held-away accounts, allowing clients to see a holistic view of their investments.

• Transform unorganized and decentralized data
• Eliminate manual processes
• Reduce errors and improve accuracy
• Free up internal resources
• Improve reporting efficiency
• Pull in held-away and alternative assets for a total wealth picture

Ensure Your Data is as Trustworthy
as You Are

Remove manual data processes and disparate systems with an integrated and trusted performance calculation solution designed to audit your data and implement best practices so you can tell your clients’ investment story with confidence.

• Built trust and lasting relationships with clients
• Meet your SLAs with confidence
• Streamline your technology and consolidate disparate systems
• Ensure compliance with industry regulations and standards
• Scale your processes and grow your business

Captivate Clients with Compelling Client Reports

Select from a variety of report packages to fit the diverse needs of your clients or create custom reports on the fly. Our report packages allow your firm to translate complex performance data into a meaningful conversation.

• Build client retention by communicating your investment strategy and results
• Create automated rules and standardize reporting to mitigate compliance risk
• Scale your business with turnkey client reporting
• Easily implement into any system using custom APIs
• Utilize a diverse library of reporting schemes
• Reuse custom report packages and templates to generate reports faster

Empowering Strong Performance with Intelligent Insights

Unlock the truth behind your clients’ data using AI, ML, and NLG technology. Our intuitive solution generates actionable insights for your advisors’ decision-making process which saves valuable time and resources that can be focused on growing your business.

• Peer comparison to provide context and accurate assessment of performance
• Data insights help comply with industry standards and ensure you’re on par with compliance
• Scale across large sets of accounts using an AI engine
• Extracted data leads to an actionable plan
• Provide context to your data