DASH

The Client Portal That Vastly Improves Communication

Book Demo

See More Client Progress

Give your advisors super powers

Goals

Create and keep track of short and long term financial goals

Wealth Map

See more assets, all in one place

Performance

Display KPIs related to client accounts over time

Retirement Planner

Simplify the retirement planning process

Responsive Portal - All the Features Clients Need

With all the Features Clients Need

Digital Onboarding
Engagement
Portfolio Management
Security
KYC

Get Started

Do More for Clients

Scale personalized advice and focus on when and where it matters most.

More Productive

Scale personalized advice to more clients

More Focus

Identify and manage risks before they happen

More Opportunity

Do more for your clients when it matters most

Get Started

Prioritize event detection notification list

How it Works

Get started with a live demo, launch our pilot program or activate the enterprise modular pricing.

Get Started

Outcomes

Revenue Opportunities, Compliance and Risk, Financial Wellness, and Productivity

Focus on clients who need you most, when it matters most.

Book Demo

A Flexible and Embeddable Framework

Standalone Advisor UX

Get started quickly with our turnkey, single-page app

Embedded Components

Use micro front-ends into your existing client and advisor UX

APIs

Leverage client data and operation tools to build your own experience or integrate quickly

The Client Portal That Vastly Improves Communication

See More Client Progress

Goals

Wealth Map

Performance

Retirement Planner

With all the Features Clients Need

Do More for Clients

More Productive

More Focus

More Opportunity

How it Works

Connect Data Sources

Detect Changes

Capture Opportunities and Risks

Outcomes

Focus on clients who need you most, when it matters most.

A Flexible and Embeddable Framework

Standalone Advisor UX

Embedded Components

APIs