Transparent Wealth Management Platform
A digital platform designed specifically for both Advisers and Investors
Platform Features
An Augmented Intelligence approach to wealth management. We focus on compliance, reporting and transparency to both Adviser and Investors.
Adviser Workflow
Provides automation in-line with the Adviser to save Adviser's time.
Investors
A refreshing take on the Investor view that focuses on transparency.
Compliance Workflow
A robust approach to keeping Advisers and Investors safe.