Discover a Comprehensive Financial Advisor Experience
Growth-focused tech solutions for your team and clients.
Everything in One Platform
Advisor Dashboard
Unlock a customizable dashboard that brings actionable data to the forefront. View your entire book of business, all in one place.
Client Account Overview
See less clutter and more data. Get detailed client information, including logins, planning tools, and transaction history.
Proposal Generation and Account Opening
Create and share personalized proposals, then unlock a guided client onboarding experience with DocuSign integration.
Trading
Conduct model and sleeve maintenance, assign new models, and place buy/sell trade orders with ease.
Financial Planning
Leverage BeFi-informed tools to undertake goal-based or cash-flow planning to help clients achieve their dreams.
Reporting
Access enhanced client and business reporting. Locate and run client reports and defined queries, plus gather advanced rep-level insights.
