Gain a consolidated overview of assets.

Gain a complete, real-time view of your customers’ investment accounts, including those with competitors, so you can better understand their financial profile, spot weak points, and uncover key motivators. 

Validate their wealth, provide highly accurate advice, and guide them toward smarter portfolio diversification with full transparency. 

By offering a seamless 360° investment view, you empower customers to take control of their investments. The full view helps customers to see their asset allocation, performance and fees, helping you to build trust, making every wealth advisory session more impactful.

More clarity for them. More business for you.

It’s a win-win.

Empower users with a centralized, real-time view of their investments, encouraging deeper engagement and more frequent app interactions.

By showcasing opportunities to optimize and diversify their portfolio, you help customers make informed decisions that drive long-term financial growth.

With a seamless, intuitive experience, users gain better control over their assets, increasing both trust and retention.

Strengthen customer relationships by turning your app into an essential financial companion that supports their journey toward financial success.

Provide customers with a comprehensive in-app view of all their investment accounts, empowering them to make smarter financial decisions.

Guide them in rebalancing portfolios, diversifying risk, and optimizing their investments with personalized wealth advice.

By offering proactive insights and tailored recommendations, you build trust, drive deeper engagement, and encourage customers to grow their assets, all while increasing assets under management for your business.