Monetize your clients and prospects

Do what you’re best at: advising clients

We provide a quick and easy solution to match your clients’ needs with portfolios and products, reducing hours spent on low value, non-advising activities. Spend your time having the important conversations with your clients about estate planning, wealth transfer, family protection, goal setting, and risk mitigation.

Diversify your products

Just because some aspects of wealth management are becoming commoditized, doesn’t mean that you have to be commoditized. We’ll provide the products you need, so you can focus on the rest.

No trading commissions

Say hello to the future of trading! Our association with a technology-driven brokerage operates with a significantly less overhead as there are no storefront locations and manual account managers.

Seamless integration with your brand

Deliver the same user experience across channels by having the same look, design and feel on your desktop, mobile, and email versions.

Monetize your clients and prospects

Sign up for our beta program