Deliver Quality Advice,
Faster
Software designed to help financial advisors deliver quality advice to clients, faster.
Our Vision
At the heart of our vision is a simple yet transformative goal: to empower financial advisors to deliver quality advice, faster. We know the tech stack for finances firms is fragmented, forcing advisors to navigate a maze of disconnected tools across CRM, financial planning, tax, portfolio management, note-taking, fact-gathering, and more.
We are committed to creating a unified platform that brings all your tools and data together, breaking down the barriers of inefficiency. By integrating every element of your practice into one cohesive solution, we aim to streamline workflows, eliminate redundancies, and significantly reduce software expenses.
Imagine a world where your systems work harmoniously, providing advice is effortless, and clients are delighted with the service. Together, we can transform the industry and set a new benchmark for excellence.
Features
Our Commitment to Your Data
Confidentiality
At the core of our platform is an unwavering commitment to client confidentiality. Your data is strictly protected through advanced security protocols, ensuring that it is only accessible to authorized users within your practice. Advisors can trust that sensitive client details remain private, fostering stronger relationships and confidence. Confidentiality isn’t just a feature—it is a fundamental principle that guides everything we do.
Data Storge
Client data is stored in a secure, encrypted environment designed to protect against breaches and unauthorized access. Our platform uses state-of-the-art encryption both at rest and in transit, ensuring your data is safeguarded at every stage. Additionally, we implement redundant storage and regular security audits to stay ahead of potential threats. With robust disaster recovery protocols, your data remains safe even in the event of unforeseen circumstances. You can have peace of mind knowing your client information is handled with the highest standards of data protection.
Privacy
We understand the sensitivity of using client data in an AI-driven platform, which is why we’ve made a clear commitment: your data will never be used to train AI models. Unlike other platforms that may pool or share data, we ensure that your client information remains isolated and secure. Our AI is trained on public, authoritative data sources, not your private client records. This approach allows you to leverage powerful AI tools without compromising confidentiality or regulatory compliance. You retain complete control over how your data is used—always.
Who We Serve
Solo Advisors
Empowering independent advisors with the tools and resources they need to streamline operations, provide exceptional client service, and scale their practices efficiently.
RIAs
Supporting Registered Investment Advisors (RIAs) with tailored solutions to manage client portfolios, enhance compliance, and deliver personalized financial planning at scale.
Accounting Firms
Providing accounting professionals with powerful tools to integrate tax planning, financial advice, and portfolio management into their existing workflows.
Private Banking Teams
Enabling banks with wealth management divisions to deliver tailored advice, optimize client portfolios, and enhance the financial well-being of high-net-worth individuals.