Key Solutions

  • Compliance Monitoring

    Learn how the Reg. 9 process can be automated and integrated with the investment process
  • Client Portal

    Provide your clients access to your investment expertise
  • Portfolio Management

    Easily create household and portfolios across your trust accounts
  • Client Reporting

    See how the integration of accounting, performance, asset allocation, and 3rd party market data enhance client reporting
  • Performance Measurement

    Daily security level performance enables better investment
  • Rebalancing

    Manage taxes and risk through rebalancing
  • Data Aggregation

    Access to client accounts held away at different institutions

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