Highly scalable multi-custodial performance reporting and data analytics platform, that can support your firm, whether you manage 100 or 1,000,000 client accounts.
NestEgg, our pioneering private-label online wealth management platform, allows you to create and manage a roboadvisor offering for your clients based on your firm's investment philosophy at your current custodian.
TRADE AND REBALANCE
Powerful institutional trading platform supporting Separately Managed Accounts, Unified Managed Accounts and Advisor-Managed Models.
Automated workflows digitally open client accounts, generate proposals and asset allocations, select investment funds, and approve actions by the appropriate stakeholders in your firm, all supported by electronic signature
Holistic client relationship management system that helps you track clients and prospects across major wealth management activities in one place, with analytics providing clarity into what drives your success.
COMPLIANCE & DOCUMENTS
Actionable workflows seamlessly involve your Compliance officers in the approval process, and documents are safely retained according to SEC and FINRA compliance requirements.