The premium experience your clients deserve

Improve private client service levels and engagement, deepen relationships, and enhance company efficiency and compliance.

Learn more

The tailored aggregation & engagement platform

We are a team of visionaries and experts helping family offices, external asset managers, trust companies and private banks transform their client-facing digital offering and get it quickly to market, powered by our holistic wealth management experience toolkit.

Tailored, market-ready financial solutions in a matter of weeks not years

We guide you through some simple steps to transform your digital offering.

Learn More

1. Define needs and choose relevant apps and views
2. Tailor and customize any view
3. Connect and integrate with your data and systems

Seamlessly integrated apps give users an impressive front door to your firm

Compelling capabilities designed for the HNWI from the ground up.

Platform Overview

Onboard

Make a great first impression with digital handholding through data gathering, document collection and process execution.
Goals

Set, update and track financial and non-financial (health, education, philanthropy…) goals.
Wealth

360 degree wealth view: Aggregated values, investment performance.
Connect

Secure, compliant and contextual collaboration with the client and supporting team.
Safe

Secure viewing, storage and management of important documents.
Concierge

Manage client requests personally, with in-house experts, or through external parties.
Insight

Generate awareness of market events, ideas, proposals and regulatory communications through personalized, curated channel.
Wallet

Cash banking in a single place across multiple existing accounts.