Capabilities Overview

Our Foundation Is Data Aggregation and Consolidated Wealth Reporting.

We provide solutions so firms and advisors can leverage a single source of consistent and reliable information. This enables them to make smart decisions and better manage their operations—through proven, tested and trusted solutions, scalable to any business.

*Top Performance Reporting Solution, Financial Planning (2010, 2011); Top Advisor Tech Tool, InvestmentNews (2012, 2013, 2014) and Outstanding Contribution in Wealth Reporting (2015),


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