Wealth Management Dashboards coming early 2020.
Get the most out of your financial practice.
Visualize your practice quickly based on your firm role.
Whether you are a family office, B/D or a local financial adviser, we will convert raw data into a relevant dashboard for each of your clients.
To reward early adopters we are offering access for each member in your team.
Built in currency conversion for multi-national accounts.
Do you have clients that want to see their data too? Client portals are available Now!