Get Investors Started in Minutes
Guided Onboarding
Step-by-step setup lets investors build their entire financial profile in just a few minutes. Advisers can invite an unlimited number of clients and prospects to the platform to start creating their account, aggregating held-away accounts, constructing net worth and balance sheets, setting goals, and more.
Data Aggregation
Powerful account aggregation allows advisers to easily connect to their custodians of choice and bring in all their managed accounts. Investors can link their held-away, personal financial accounts from over 15,000 institutions to build their complete financial picture.