Product
Key Features
Explore our key features and how they can improve your business.
360° Holistic View
360 dashboard, complete with dynamic insights and real-time updates
Data Aggregation
Comprehensive data aggregation to avoid fractured management systems
Cash Flow Management
Harnessing AI for optimized financial flows in wealth management.
Smart Insights & Call to Action
Harnessing the power of AI to produce smart, real-time insights
Security Features
Secured via a SOC 2 Type II compliant third party cloud-based application
Seamless Customer Onboarding
Investment policy statement onboarding that follows a goal-based approach
Scenario Modeling
Create model scenarios and visualize financial impacts.
Business Development
Cross-selling & retention opportunities via comprehensive knowledge of wealth