Human Resources

People Data & Analytics

Gathering, storing, and analyzing people data is a big part of HR, and many organizations depend on HR to manage employee information quickly and accurately. 

Hiring & Licensing

Finding the right talent is hard enough, but if your hiring process is slow or inconsistent, making sure great candidates don’t slip through your fingers can be even harder. Also, make sure those great hires are up to date on licensing requirements by having a central repository in which to manage those licenses. 

Onboarding

After the interview, the onboarding process is automated. Never miss a form that is needed and streamline the process. 

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.