1. Home
  2. »
  3. Products

Tailored Tools for Every Financial Professional

Our integrated platform helps you deliver financial success for your clients by providing reliable data and tools, automating complex tasks, and streamlining workflows.

Financial Data Products that Empower Your Decision-Making

Wealth Management Platform

Designed to meet the needs of the modern family office, portfolio management firms, and independent advisors, our platform combines the most trusted financial data with patented wealth management and accounting solutions.

Data Bridging

We aggregate and normalize data from any source such as 307 daily custodial feeds, PDF statements, Excel files, 8500 website data extractions, and more to power our own specialized applications and third-party industry tools.

Automated Investment Accounting (ARTIFFEX)

A secure, proven and patented platform designed for accounting firms and family offices of all sizes to reconcile and report on investments.

Gallery

What our 1,400+ Customers Say

Assured Confidence

Customized and Efficient

Save valuable time while delivering tailored services for your clients.

Simplified Wealth Management

A single integrated platform for all wealth management needs, from data aggregation and insights to client reporting and compliance.

Security and Continuous Innovation

Stay ahead with a platform built with a focus on security and enhanced by ongoing client-driven improvements.

Unmatched Support

Experience hands-on support and training that allows you to utilize the full suite of our wealth management solutions and customize them to your exact needs.

Lorem ipsum dolor sit amet consectetur. Nibh vitae augue eu tincidunt pellentesque. Eu velit vel eros nunc urna iaculis eget placerat. Turpis nisl auctor id suspendisse cursus pellentesque. In enim magnis tortor faucibus cursus condimentum libero eget placerat. Turpis n non varius. Diam malesuada felis enim eu.

Assured Confidence

Customized and Efficient

Save valuable time while delivering tailored services for your clients.

Simplified Wealth Management

A single integrated platform for all wealth management needs, from data aggregation and insights to client reporting and compliance.

Security and Continuous Innovation

Stay ahead with a platform built with a focus on security and enhanced by ongoing client-driven improvements.

Unmatched Support

Experience hands-on support and training that allows you to utilize the full suite of our wealth management solutions and customize them to your exact needs