Increase ROI on your tech investment and accelerate your digital transformation with expert consulting and implementation services.
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We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case development to project implementation.
We help you build frictionless, client-centric solutions across your clients' entire journey including KYC, consent to share, onboarding, data segmentation, and more.
We help you obtain a 360° view of your clients and extract meaningful insights by integrating wealth management and CRM data. We also help you optimize your operations with best practices related to data aggregation, governance and management.
Whether it’s a Salesforce, Microsoft 360, or Hubspot CRM solution, we focus on creating delightful, user-friendly experiences for you, your employees, your advisors and most importantly, your clients.
Advisors benefit from a holistic view of their clients to provide the best advice possible for their unique situations.
Run reports for: Cash balance by account, AUM, fee and fee volatility, asset allocation with threshold
Develop and run ad hoc reports in seconds to prepare for client meetings or address client questions.
Run reports for: Cash balance by account, AUM, asset allocation, fees and fee volatility, transaction history
Our reporting templates with standard user configurations enable flexibility within regulatory, risk and compliance guardrails.
Run reports for: Monthly or Quarterly Statements, CRM2 Statements, Tax Reporting
Our suite of reporting solutions deliver unparalleled insight into your business operations and help you uncover revenue opportunities that are being missed.
Run reports for: Fee margins, Asset Inflow / Outflow, AUM
We help you streamline your workflows to provide operational efficiencies. Use a single statement template to generate highly personalized content at scale.
Thinking about upgrading to Salesforce Financial Services Cloud from Sales Cloud or Service Cloud? Here are some key considerations to help you decide if it makes sense for your business.
Overcome the barriers. Acquire a competitive edge. Data aggregation is essential to make more informed business decisions. However, aggregating data is still challenging for many wealth management firms...
How to generate better-looking statements while eliminating the ever-increasing costs and time-consuming maintenance of on-premise hosting.
