Give advisors a 360-degree client view

Create a single source of truth with a unified household view of client assets across custodians, carriers, and fund companies.

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Decisions are only as good as the data behind them, and most of it is scattered.

Scattered data becomes one enterprise-ready source, built to elevate every decision.

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Unify financial data for a trusted client view

Connect, normalize, and reconcile data from across providers to power account views, reporting, planning, and compliance.

Collect from every provider

Bring financial data together from across providers, with visibility into the full range of account information they supply.

Daily feeds from custody, clearing, transfer agents and aggregators including direct accounts
Positions, balances, transactions, and securities
Access to all account information provided by the data provider

Normalized Data, Presented in context

Standardize financial data across providers while preserving account-specific details and applying the right access controls.

Provider formats mapped to a common model
Consistent balances, positions, and transactions
Provider-specific detail preserved, in account and owner views
Visibility governed by entitlement

Reconcile against what you opened

Match provider data against CRM and account-opening records to establish an authoritative source of account information.

Account and account-role data systematically reconciled to the CRM
Account and account-role data systematically reconciled to the account created during account opening
Custodian data becomes the source of record once matched

Feed the rest of the platform

Make reconciled financial data available across the platform to support client visibility, business operations, and compliance.

The same reconciled data drives account views, reporting, and planning
Holistic view of assets under management
Surveillance tests run on the same data

Collect from every provider
Bring financial data together from across providers, with visibility into the full range of account information they supply.
- Daily feeds from custody, clearing, transfer agents and aggregators including direct accounts
- Positions, balances, transactions, and securities
- Access to all account information provided by the data provider
Normalized Data, Presented in context
Standardize financial data across providers while preserving account-specific details and applying the right access controls.
- Provider formats mapped to a common model
- Consistent balances, positions, and transactions
- Provider-specific detail preserved, in account and owner views
- Visibility governed by entitlement
Reconcile against what you opened
Match provider data against CRM and account-opening records to establish an authoritative source of account information.
- Account and account-role data systematically reconciled to the CRM
- Account and account-role data systematically reconciled to the account created during account opening
- Custodian data becomes the source of record once matched
Feed the rest of the platform
Make reconciled financial data available across the platform to support client visibility, business operations, and compliance.
- The same reconciled data drives account views, reporting, and planning
- Holistic view of assets under management
- Surveillance tests run on the same data

One Set of Numbers, and They're Right

Give advisors cleaner client data while keeping it usable across the workflows that follow.

The household view is actually complete
Assets held across custodians, clearing firms, and product companies appear as one picture rather than five partial ones.
Supervision runs on the same data
Surveillance tests evaluate the same reconciled record your advisors see, so oversight and service aren't working from different numbers.
Adding a supported provider doesn't mean a project
New feeds are onboarded into the existing model rather than built as one-off integrations your team maintains.

Four Roles, One Set of Data

Advisors, operations, compliance, and leadership all work from the same reconciled record instead of reconciling against each other.

Advisors
See the whole household, every account, every custodian, without opening a second system.
Operations
Stop chasing differences between the account you opened and the account the custodian confirms.
Compliance
Supervise activity on data that's already been reconciled, not on a feed nobody has checked.
Leadership
Report on assets across the firm from one source, without assembling it by hand each quarter.

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Works with Your Existing Partners

The platform connects with custodians, financial planning tools, managed account platforms and other leading fintechs to create one wealthtech ecosystem.