Advisors / Clients / Data unified into a singular cloud ecosystem.
Let us revolutionize your home office, practice and client communication Without migrating your current tools!
Built for Advisors today... and tomorrow.
Our solution is an “ecosystem” because the features and integrations make a single advisor/client experience based on your existing tech stack — not a complicated table of proprietary tools.
- Client Prospecting
- Reporting
- Account Aggregation
- Planning
- Client Collaboration
- Account Opening & Servicing
Data in one place, not all over the place.
Quickly integrate your existing tools & start collaborating within weeks, not months.
Connect with your clients on their terms with fully-branded mobile app.
Brinker Capital has transformed how we attract and serve our Advisors... Now everyone's data is in one place using deep integrations to our existing tools.— Brendan McConnell, Brinker Capital
Built enterprise-ready for the home office.
Your goal is to reduce complexity while maximizing productivity. We help leverage your existing sunk costs in siloed technology bringing them all together so you can get more power from each.
- Advanced workflows
- Easy configuration and administration
- Fully customizable feature entitlement
- Custom settings with templating & grouping
- Complex update and notification routing
- World-class security
Request a demo
Or call: (484) 324-4492