For Financial Advisors

The Full Picture of Client Wealth.

Move beyond AUM. Gain visibility into held-away assets, liabilities, and insurance policies with automated fact-finding and document retrieval.

  • Automated Fact Finding
  • Held-Away Asset Tracking
  • Holistic Liability Management
  • Estate Planning Context

See Your Clients' Full Picture

Automated financial data collection for advisors

10x
Faster Onboarding
Full
Asset Visibility
Live
Client Alerts
Modern client portal experience
Auto-fetch policies, wills & trusts
Proactive financial event alerts
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Client Portal 2.0

Give your clients a modern, mobile-first experience that aggregates all their financial life in one place.

Document Aggregation

Automatically fetch and parse insurance policies, wills, and trust documents.

Proactive Advisory

Get alerts when significant financial events occur in your client's life (e.g., large deposits, new liabilities).