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Wealth Solutions

Account connectivity and insights for a smart, seamless wealth management experience

Give your prospects a clear, engaging path to becoming clients—with digital tools to manage and review their finances, data to create rich investor profiles, and connectivity that eliminates key hurdles to funding new accounts.

net worth pfm screen shot for prospecting

Prospecting

Construct a holistic view of a client's financial life and deliver an engaging experience that will attract and retain clients.

Suitability

Confidently determine the suitability of financial advice and products by better understanding a client's financial needs, experience levels, and risk exposure. Monitor changes in finances and cash flow across acounts to proactively inform and adjust advice.

acat screenshot for funding new accounts and asset tranfers

Funding

Reduce the friction, errors, and administrative confusion that usually slow down client onboarding and new account funding—whether ACH cash payments or ACATS investment account transfers.

Ready for data-driven wealth management?