For Financial Advisors
The Full Picture of Client Wealth.
Move beyond AUM. Gain visibility into held-away assets, liabilities, and insurance policies with automated fact-finding and document retrieval.
- Automated Fact Finding
- Held-Away Asset Tracking
- Holistic Liability Management
- Estate Planning Context
Unlock the Context Layer
Join the waitlist for the beta. High-volume document processing requires manual onboarding.
Client Portal 2.0
Give your clients a modern, mobile-first experience that aggregates all their financial life in one place.
Document Aggregation
Automatically fetch and parse insurance policies, wills, and trust documents.
Proactive Advisory
Get alerts when significant financial events occur in your client's life (e.g., large deposits, new liabilities).