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Solutions
Custom Solutions to Propel a Digital Strategy
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Holistic Wealth Management
A next-generation digital wealth management platform that empowers advisers and firms with automation, superior client engagement, and seamless remote interactions.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Self-Directed Investing
A comprehensive digital solution for self-directed investing, guiding investors through their entire financial journey—from portfolio selection to post-investment servicing.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Hybrid Digital Advice
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalized investment solutions tailored to client needs.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Retirement
A comprehensive digital retirement planning solution that provides tailored, tax-optimized investment recommendations across all retirement phases—accumulation, at-retirement, and decumulation.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Robo Adviser
An intelligent, fully automated robo-adviser solution that delivers personalized investment recommendations, helping clients achieve their financial goals with no human interaction.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Our clients
