Bring all your information together with our Data Warehouse & Aggregation solution. It unifies structured, semi-structured, and unstructured data from custodians, CRMs, and internal systems. This creates a single source of truth that enables personalized, compliant, and scalable engagement.
Wealth management firms need a unified view of client and operational data to make faster, smarter decisions. Our Data Aggregation solution layer seamlessly connects to CRMs, custodians, account cores, and external systems across the ecosystem. It pulls data in real time or batch mode, ensuring downstream systems always have timely, accurate, and complete information.
Learn moreOnce aggregated, data must be normalized and made analytics-ready. Our cloud-native Data Warehouse ingests structured, semi-structured, and unstructured data from multiple sources, transforming it into consistent, usable formats. Supporting both real-time and batch data, it powers advanced analytics and insights, enabling advisors to deliver personalized experiences, ensure compliance, and drive growth.
Learn moreUnlock the power of intelligence with AI-powered Notetaker, Advisor Universal Desktop, and Next-Gen AI Agents. These solutions capture context from conversations, surface real-time insights related to meetings, Book of Business, or clients. They help advisors and operations teams stay focused on value creation.
Gain comprehensive insights about books of business, with a keen focus on assets, client profiles, accounts and service requests. Our comprehensive dashboard empowers you to elevate client relations through actionable intelligence.
Learn moreAdvisors often spend valuable time piecing together client data from multiple systems. Our Next-gen AI Agents change this by delivering real-time insights, automating reports, and ensuring compliance. They empower advisors to make faster decisions, ensure sharper portfolio visibility, and free up more time for client strategy. Discover how our AI agents transform data into action.
Learn moreCreate seamless, personalized journeys with Unified Onboarding and Account Servicing. These solutions accelerate account opening, simplify service requests, and empower advisors to engage clients with speed and efficiency. These applications create a delightful investors’ experience at every stage of their interactions.
The process of onboarding new Wealth Management advisors and investors is fraught with tedious, manual tasks, due to siloed internal systems and disjointed workflows. The solution fast-tracks the entire onboarding process, so your advisors can deliver value to investors earlier, and get them up and running in a jiffy.
Learn moreAutomate account servicing requests from start to finish, ensuring a smooth and efficient process for clients, advisors, and the Home Office. Our AI solution not only helps enhance client satisfaction but also significantly reduces administrative and support costs, positively impacting your margins.
Learn moreAdvisors spend as much time on meeting prep and follow-up as in client meetings. Our AI-Powered Notetaker automates pre-meeting briefs, real-time note capture, and post-meeting follow-ups. With seamless CRM integration, it boosts productivity, ensures compliance, and frees advisors to focus on building deeper client relationships.
Learn moreClients expect every interaction to be timely, personalized, and seamless. Our Nex-gen AI Agents enable advisors to deliver just that—analyzing sentiment, suggesting next-best actions, and automating communications. This helps strengthen trust and streamline engagement across the client lifecycle. Explore how our AI agents elevate client relationships.
Learn moreRequirements to go live
Lower onboarding costs
Lower service costs
Service time saved