Unlocking New FinTech
Wealth Management Tech for the Future
Empowering RIAs, Independent advisors, and insurance agents with an unmatched wealth management solution for enhanced capabilities.
Competitive Difference
Experience Matters
In today’s interconnected world, delivering exceptional advice and user experience across all touch points is paramount. Whether catering to advisors guiding clients through financial decisions, enhancing client interactions for seamless experiences, or optimizing back-office operations for efficiency, technology plays a pivotal role. With this intuitive platform and cutting-edge tool, firms can empower advisors with actionable insights, streamline client communications, and automate back-end processes.
Competitive Advantage
Our Solutions
Business 360
Enhance your connection with customers by integrating sales, service, marketing, commerce, and analytics for a smarter and more impactful approach.
Advanced Planning
Discover how we assist you and your clients in visualizing their complete financial landscape on a single, user-friendly page.
Aggregation
Discover the power of our institutional-grade proprietary tools that form the foundation of our platform.
Invoicing & Billing
The days of laborious tasks involved in monitoring, billing, and gathering fees for accounts are now obsolete.
Education
If you’re eager to delve deeper and master the art of success in the advisory business, you’ve landed in the perfect spot.
Robo Advisor & Indicators
Discover the power of our institutional-grade proprietary tools and robo advisor technology stack.
Leverage The Latest In Fintech
Fintech revolutionizes wealth management by offering real-time portfolio management, personalized investment strategies, and streamlined operations. It enhances transparency, accessibility, and client satisfaction, positioning firms for unprecedented success in a competitive market.
Affordable & Reasonable
Pricing Plans
save 2 months
Essentials Pack
For Beginners
CRM 360
Client Portal
Proposal Generation
Automation Center
E-Forms/Applications
Account Aggregation
Includes 5 Firm Users
$99/ per month
Most Popular
Professional
For small businesses
Everything in Essentials plus:
Event Management
ChitChat Messaging
Telephony
Video Conferencing
Dedicated Support
Includes 5 Firm Users
$199/ per month
Premium
For established practices
Everything in Professional plus:
Robo Advisor Access
Commission Tracking
Invoicing & Billing
Human Resources
Timesheet Management
Includes 5 Firm Users
$299/ per month
Essentials Pack
For Beginners
CRM 360
Client Portal
Proposal Generation
Automation Center
E-Forms/Applications
Account Aggregation
Includes 5 Firm Users
$990/ per year
Most Popular
Professional
For small businesses
Everything in Essentials plus:
Event Management
ChitChat Messaging
Telephony
Video Conferencing
Dedicated Support
Includes 5 Firm Users
$1,990/ per year
Premium
For established practices
Everything in Professional plus:
Robo Advisor Access
Commission Tracking
Invoicing & Billing
Human Resources
Timesheet Management
Includes 5 Firm Users
$2,990/ per year
Get Started
Let’s Build The Future Together
How We Started
About Our Firm
Our Approach
Built for Advisors by Advisors
Rest assured that our solution is meticulously crafted for the investment and insurance sectors. The capabilities and features we envisioned are precisely incorporated into the requirements used to develop this robust technology.
Contact
Get in Touch
