PRODUCT OVERVIEW
Capabilities that will set the new standard
Holistic Family View
Aggregate data from various custodians and data sources and provide families a single view of their wealth.
Robust Reporting and Client Portal
Create bespoke reports using our flexible and easy-to-use reporting module. Clients can view their total wealth and access reports in a secure, configurable portal.
Wealth Blueprint
Manage and truly visualize all types of assets, including complex trusts and entities using our Wealth Blueprint.
Traditional and Alternative Assets
Track all assets and liabilities in one place, from public investments, to real estate, collections, loans and private equity.
Integrated CRM and Document Management
Capture client communications, track notes, and manage tasks and workflows in our CRM system. Upload and store all your documents and access them in seconds.
