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Solve your current pain points with our award-winning solutions.

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Increase automation with our modern wealth platform.

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The leading end-to-end wealth management platform.

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Our team works to anticipate and surpass our clients’ expectations.

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Merge our open, integrated platform and its solutions into your tech stack.

2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

Practice IntelligenceTM

Transform Your Practice with Real-Time Insights


Financial professionals waste 59 million hours a year on inefficient reporting—Practice Intelligence saves advisors 3+ hours per week by eliminating scattered data and manual processes—time that can be reinvested into client growth and business expansion. 

With instant, actionable insights in a single platform, advisors can focus on segmenting their book of business, uncovering opportunities, and taking action with confidence.
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All Your Data, One ViewNo More Guesswork

Stop juggling multiple platforms—Practice Intelligence unifies your data into a seamless, real-time view. With AI-powered analytics and customizable reporting, you can instantly track trends, optimize portfolios, and streamline operations. Identify opportunities, mitigate risks, and take action with confidence—exactly when you need to.

  • Uncover hidden opportunities
  • Turn insights into action
  • Leverage cross-domain reporting
Total Asset Drivers

Reclaim Time, Focus on What Matters

Streamline your workflow and eliminate manual tasks, freeing you to focus on strategy and growth. With intelligent automation, you gain deeper insights effortlessly, turning data into action instead of busywork. By replacing spreadsheets with smarter solutions, you reclaim valuable time, make better decisions, and scale your business with ease.

Practice Intelligence Modules

Unlock the Future of Your Practice

Take control with real-time insights and automation. Elevate your practice, streamline decisions, and drive growthstarting today.