Transparent Wealth Management Platform

A digital platform designed specifically for both Advisers and Investors

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Platform Features

An Augmented Intelligence approach to wealth management. We focus on compliance, reporting and transparency to both Adviser and Investors.

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Adviser Workflow

Provides automation in-line with the Adviser to save Adviser's time.

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A refreshing take on the Investor view that focuses on transparency.

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Compliance Workflow

A robust approach to keeping Advisers and Investors safe.


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