Get powerful and intuitive technology that arms your advisors with everything they need to spur scalable growth.
Seamless Advisor Tech
Arm your advisors with an intuitive, open architecture platform that powers business growth and efficient client management, all from one dashboard.
Best-in-Class Client Experience
Make it easy for advisors to create exceptional client experiences with personalized proposals, BeFi-driven financial planning, and a modern mobile app.
With hundreds of deep integrations and a flexible open API framework, your advisors can create the tech stack that works best for their business.
Exceptional Service & Support
The support your advisors need to grow at scale — including seamless onboarding and a dedicated, experienced team to help them solve their daily challenges.
Be a Tech-Enabled TAMP
Tech That Powers Advisor Success
Empower advisors to build a strong and profitable advisory business, supported by the technology they need to outsource with confidence and grow their business.
Personalized proposals that show how advisors’ financial plans serve their client’s goals.
Make it easy for advisors to streamline their back-office with household-level rebalancing, sleeve maintenance, and an efficient process with direct integration to multiple custodians.
Fully customizable, easy-to-use and actionable reporting for your advisor’s entire book of business.
Help advisors improve cashflows and support their business growth with automated, monthly fee billing.
Empower advisors to foster engaged client relationships with an intuitive, fully-customizable client portal and mobile app.
BeFi-enhanced planning tools for advisors to better guide clients toward plans built to help them realize their financial dreams.
Make it easy for your advisors to work smarter — not harder — with the industry’s favorite financial advisor CRM.
Empower advisors to always be audit-ready with flexible, automated RegTech.
Enable advisors to start client conversations off right with next-level business intelligence and risk analytics.
#1 All-In-One Software Program
used by Advisors.¹
Free Resource: Whitepaper
Scale at Every Size: The Benefits of Most-in-One Technology
As the number of clients and the volume of data increases, it’s become increasingly challenging for advisors and their leadership teams to effectively manage their technology stack.
A scalable technology stack allows advisors to handle growth in the number of clients and the volume of data being processed, leading to improved efficiency, better data management, enhanced client experience, and increased competitive advantage. It’s essential for advisors to consider scalability when selecting and implementing technology solutions to ensure they are able to meet the evolving needs of their clients. In this whitepaper, we:
Outline the needs and business cases facing independent advisors, financial planners and executives
Demonstrate how a well-integrated technology stack can solve those challenges
Detail how a well-integrated technology stack can improve client experience and grow business