• A Simpler Workflow

  • Consolidated Dashboard

    Securely log in to view all activity in one place: performance, investment choices, market trends, execution records, manager roadshows, educational content and more.
  • Analytics Tools

    View client investments by portfolio or investment, track fund and other product performance and easily access reports.
  • Simplified Execution

    Experience convenient operations with automated, electronic subscription and redemption documents, indications of interest and notifications.
  • Controlled Environment

    Our platform is flexible and can create multiple secure environments
    for different user types and/or views that your firm may need.
  • Integrated Reporting

    Our open-architecture platform easily plugs into all custodians and
    internal reporting systems.
  • Human Support

    Our member services team offers personalized meeting and event schedule coordination, including roadshows and conference calls for advisors.