Transparent Pricing.

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$ 99 / person per month


  • New account opening
  • Integration with industry-leading financial planning tools
  • Bi-directional integration with proposal generation tools and managed account platforms
  • Principal review workflows
  • Automated suitability checks
  • Integration to facilitate OFAC/AML checks
  • Integrated electronic forms library
  • eSignature capabilities via industry-leading products
  • Straight-through processing of new accounts and account updates
  • Data aggregation
  • Trade blotter with automated exception identification and review process
  • Advisor portal
  • Investor portal
  • Cloud-based scalable enterprise platform
  • Configurable, customizable and extensible

For more details, please contact our sales team.


  • Advisory services based on industry best practices
  • Operational process efficiency improvements
  • Compliance enhancements
  • Data management
  • Advisor and Investor relationship management best practices
  • Salesforce strategy development and Implementation services

If you are interested in a custom consulting proposal about the unique challenges facing your business, please contact our sales team.