Grow Your Business With Our Asset Allocation & Wealth Analysis Tool

Our all-in-one platform increases financial advisor productivity, optimizes operational efficiency, and enhances the investor experience. Ideal for individual advisors, broker/dealers, RIAs and fund companies.

Create persuasive investment Proposals, IPS and/or portfolio analysis reports


Guided investment portfolio recommendations

Our proprietary 4 step process aligns recommendations with investor’s risk profiles.


Perform investment & portfolio analytics on recommendations

Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs.


Empower recommendations with flexible “hypotheticals”

Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.

Elevate the client advisor relationship with our client portal module


Find more time for clients

Automate tedious tasks that often take advisors and support away from more valuable activities.


Define your level of interaction

Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile app environment.


Convenient, secure, and always open

More channels of access and real time interaction can lead to higher client satisfaction and retention.