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We enable firms to face today’s challenges and scale their business. Our configurable suite of wealth management software provides accuracy and flexibility for growth.

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We empower ambitious financial services firms to explore new frontiers. With speed and agility, we help you amplify the value you bring with best-in-class technology. 

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BLOGS & INSIGHTS

 

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Goals-based investing: Producing better outcomes for advisors and investors

Financial advisors are in the business of creating successful outcomes for their clients. Goals-based investing (GBI) is quickly becoming the investment tool of choice for many wealth management firms because of its numerous benefits for advisors and their investor clients Read More
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Join us May 8th for The Change Leadership Conference 2019

As a sponsor of this year’s Change Leadership Conference, we invite you to join us for this exciting event: May 8th at MaRS Discovery...

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10 tips for choosing a Fees & Billing Solution for Wealth Management

Legacy systems for calculating and billing fees in fee-based programs can restrict your firm's revenue growth and operational efficiency. The right, cloud-based...

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Whenever advisors talk about a powerful new generation of investors, the assumption is they’re referring to millennials. In fact, women are the...

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