A Turnkey Platform with End-to-End Efficiency

The platform's KYC process streamlines compliance while offering a comprehensive understanding of each client’s financial situation, goals, and risk tolerance. Leveraging advanced analytics, it delivers precise benchmarks for required returns and intuitive risk assessments, enabling advisors to craft personalized strategies that foster trust and deliver meaningful outcomes.

Our proposal system features deep portfolio analytics, systematic withdrawal analysis, and Monte Carlo simulations. The interactive platform allows advisors to make real-time adjustments, with proposals updating on demand, enabling tailored strategies that align with client goals and deliver clear, data-driven recommendations.

Our platform provides automated status alerts, keeping advisors informed on key milestones like paperwork processing, account funding, and onboarding progress. We take on service requests, billing, and reporting, streamlining operations and reducing back-office burdens. By collaborating with advisors on proposals and offering ongoing support, we enable them to focus on strengthening client relationships and delivering impactful results.

Our platform offers multi-manager machine-optimized portfolios, separately managed accounts, and direct indexing solutions. Each portfolio targets a specific loss tolerance while aiming to maximize returns. This diverse selection enables advisors to tailor strategies to clients’ unique goals and risk preferences, delivering personalized, high-impact solutions.

The platform's multi-custody onboarding engine supports BNY Pershing and Schwab, integrating seamlessly with account types like individual, IRA, and trust. Deep integration with BNY Pershing eliminates not-in-good-order (NIGO) paperwork, while BNY Pershing’s DocuSign ensures secure, fast, and efficient processing.

Through BNY, we offer banking and lending solutions, enabling advisors to meet a wide range of client needs. We also assist in establishing and managing donor-advised funds for charitable giving, providing clients with a streamlined approach to philanthropy. Additionally, through BNY, we offer access to alternative investments, including hedge funds, expanding the solutions available to achieve unique financial goals.