An application that works for you and your clients
Save time
Drastically reduce the time taken to onboard and retain clients. Streamline the need for periodic data handling, enabling you to focus on what your clients really need.
Increase reach
Strengthen your future. Increase your client base by tapping into the new generation of digitally-minded individuals who handle their finances digitally.
Maximise retention
Designed for both advisors and clients, our application makes maintaining a close relationship easy. Increasing financial engagement is at the heart of what we do.
Embrace technology
Leading technology works hand-in-hand with leading financial advisory. Deliver the best for your clients with our ground-breaking technology at your fingertips.
Real-time information
Ensure you always have up-to-date access to your clients financial position. Gain permission to run client reports seamlessly with the highest security.
Focus on expertise
Our application allows you to focus on what you do best. Finding the best products to meet your client's needs, without too much time spent consolidating their information.
Get in touch with our partnerships team
Want to transform your business? We are actively looking to build long-term relationships within the wealth management space
Thank you for getting in touch! Our partnerships team will contact you soon
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