Deliver trusted, personalized advice at scale
Cut 40% of prep time on reviews, briefs, and client meetings — while strengthening compliance and consistency.
Governed Data Backbone
- Sync-Bus keeps every system aligned
- Unified View gives one truth for every client
- Zero-Copy means data never leaves your walls
- Reporting for compliance and management alike
- Governed and cataloged by design
Advisor Insights
- Wealth Map reveals asset patterns instantly
- Household 360 connects every relationship
- Client Briefs generate personalized updates
- Market Pulse brings daily podcasts and insights
- Q&A diagnoses portfolio risk in real time
The Challenge for Wealth Teams
Advisors face a flood of scattered data — CRMs, custodians, emails, and call notes.
Prep is reactive, last-minute, and inconsistent. Compliance demands every insight to be auditable and defensible. Scaling personalized service across hundreds of clients feels impossible.
Advisor Briefs: Meeting Prep in Minutes
Auto-generated from CRM notes, call transcripts and custodian data.
Cut prep time by 40% while surfacing red flags.
Client Mindmap: Risks & Goals at a Glance
Visualize portfolio concentration, liquidity, and life events.
Spot shifts instantly and reframe conversations with clarity.
Smart Tables for Portfolio Comparison
Align positions, performance, and fees across accounts or providers.
Surface similarities & differentiators, and instant benchmarking signals.
Life Event & Red-Flag Detection
Align positions, performance, and fees across accounts or providers.
Continuously monitor client inputs and external feeds
Highlight contradictions, anomalies, and compliance triggers in real time.
