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Modules
Modular technology to build your AI-enabled platform
Deploy individual modules or a full end-to-end platform, all tailored to your business and branded as your own.
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Onboarding
Onboard clients faster, digitally and compliantly
Deliver a seamless onboarding experience from start to finish. Automate KYC and AML checks, capture client data through dynamic fact-finds, and enable secure e-signatures, all within a fully digital workflow.
Deliver a seamless onboarding experience from start to finish. Automate KYC and AML checks, capture client data through dynamic fact-finds, and enable secure e-signatures, all within a fully digital workflow.
Planning
Deliver personalised, goal-based financial planning
Equip advisers with a powerful planning engine covering lifetime cash flows, investments, insurance, and goals. Generate suitability reports and model scenarios tailored to each client and your firm’s advice strategy.
Equip advisers with a powerful planning engine covering lifetime cash flows, investments, insurance, and goals. Generate suitability reports and model scenarios tailored to each client and your firm’s advice strategy.
Investing
Build and manage portfolios at scale
Design, execute, and monitor discretionary, advisory, or hybrid portfolios. Support risk-based, goal-based, or thematic strategies with integrated order management, rebalancing, and performance tracking.
Design, execute, and monitor discretionary, advisory, or hybrid portfolios. Support risk-based, goal-based, or thematic strategies with integrated order management, rebalancing, and performance tracking.
Reporting
Turn complex data into clear client insights
Create branded, client-ready reports with a flexible report builder. Deliver insights through secure portals or digital channels, ensuring clients stay informed and engaged.
Create branded, client-ready reports with a flexible report builder. Deliver insights through secure portals or digital channels, ensuring clients stay informed and engaged.
Engagement
Strengthen client relationships through digital engagement
Stay connected beyond periodic reviews. Centralise messaging, document sharing, alerts, and notifications to deliver timely, relevant communication that builds trust and retention.
Stay connected beyond periodic reviews. Centralise messaging, document sharing, alerts, and notifications to deliver timely, relevant communication that builds trust and retention.
CRM & Beyond
Run your entire business from one platform
Manage leads, clients, referrals, tasks, and compliance in a single system. Combine CRM with operational workflows, document management, and e-signatures to improve efficiency and service quality.
Manage leads, clients, referrals, tasks, and compliance in a single system. Combine CRM with operational workflows, document management, and e-signatures to improve efficiency and service quality.
