A platform for traditional and digital wealth advisory, including lead management, investor onboarding, portfolio rebalancing, performance dashboards, and model portfolio development. It support goal-based investing and transactional workflows.
Yes, it includes backtesting tools for custom investment strategies, direct broker-dealer execution, and automated rebalancing to align with client goals.
Individual advisors, wealth managers, RIAs looking to deliver personalized, scalable advisory services without heavy custom development.
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