Unlock Your Business Potential
Streamline operations, automate complex workflows, and deliver actionable insights for sustainable growth.
Data Aggregation & Administration
Data Done Right
Intelligent data management that works tirelessly for you.
Ensure you always have the most accurate, up-to-date information for client reporting, investment management, and beyond. Asset-level data aggregation and reconciliation are automatically managed for you daily, enriched with key market data like prices, indexes, and ratings.
- - Hundreds of Data Sources
- - High-Security Controls
- - Reliable Auditing Tools
- - Legacy Data Conversion
API & Data Availability
Unlock Your Data’s Potential
Centralize and streamline data management across your tech stack.
Connect your systems with real-time or bulk access to a comprehensive range of reconciled client financial information and your firm's critical data. Designed to centralize and streamline data management across your tech stack, the API empowers your firm to unlock the full potential of your technology.
- - Real-Time and Bulk Data Access
- - Automated Workflows and Integrations
- - Extensive Developer Resources
- - Secure, Role-Based Data Permissions
Billing & Revenue Management
Billing You Can Bank On
Take control of your revenue streams.
Gain immediate visibility into key performance indicators, helping you identify trends, spot opportunities, and address challenges before they impact your bottom line. From advisor performance to client relationships, you have the insights you need to make informed decisions.
- - Tailored Billing Methods
- - Firm-Wide Tracking
- - Custom Exports
- - Client-Friendly Invoicing
Business & Compliance Insights
Actionable Insights
Turn your data into decisive action.
Gain immediate visibility into key performance indicators, helping you identify trends, spot opportunities, and address challenges before they impact your bottom line. From advisor performance to client relationships, you have the insights you need to make informed decisions.
- - Dynamic Dashboard Views
- - Custom and Prebuilt Queries
- - Proactive Monitoring
- - User Permission Controls
Add Non-Traditional Data to the Mix
Aggregate your siloed investment data, deliver the analytics needed to help clients, and make data-based decisions on non-traditional data classes that deliver results.
Alternative Investments
Partnership Accounting
Insurance
Custom-Tracked Assets
Maximize Your Team's Potential
Focus on growth while we handle the details.
Lean on our outsourced operations team to ensure your clients' data is timely, accurate, and complete.
Deliver Excellence at Every Corner of Your Business
