Advisors, say goodbye to fragmented systems and siloed data.

We've spent years in the trenches of financial services, doing everything from advising clients, to running the entire technology operation. Throughout that time, one question kept surfacing: How do we give clients the best possible experience without burdening our teams with complicated tech?

The simple answer? We couldn't.

We were constantly fighting to glue together a dozen different, clunky tools, which just led to data silos and, frankly, a lot of frustration. It was a digital "Frankenstack", and it was a mess.

So, we decided to build a proper solution. Our core idea was simple, to give team members a single, unified view of all client data. Maximum context, zero digging. This foundation is what finally allows AI and automation to work at full capacity. Paired with your existing custodian and planning tool, running your firm isn't just manageable: it's primed for proactive growth.

We genuinely believe that certain technology solutions are just better together. A unified platform isn't just simpler to use; it offers deep, native functionality that separate tools can only dream of. That's our take on how to truly streamline the advisor tech stack, and say goodbye to the "Frankenstack" for good.