Your wealth technology partner
Our enterprise apps and services let you focus on your clients.
Enterprise investment solutions tailored for your firm
Services and apps designed to address business needs for Portfolio Managers, Investment Fund Managers, Investment Dealers, and Family Offices.
Your investment portfolios all in one place
We maintain your separate book of records fully reconciled with your custodians on Evolution.
Support your clients from anywhere
Quality service is mobile with digital access to client information, portfolios, performance, history, valuation, and more with our on-the-go platform accessible though your computer or tablet.
Provide your clients with a digital experience
Enhance your client’s experience with an easy to access, configurable, and up-to-date Client Portal for their portfolio, statements, tax slips, and more.
Our automations and team work together to deliver the best experience for your users and clients.