Key benefits of our platform
Working in close collaboration with your office, our team delivers a comprehensive suite of technology-powered services, including portfolio accounting and reporting, full transaction support, partnership accounting, and more.
Our process controls and technology save you time and improve accuracy with automated data gathering, transaction processing, and reporting.
See everything in one place
Give all family members or partners a complete view of their financial picture and performance, including securities, real estate, and tangible assets. Secure report distribution options include direct email, access via a secure client web portal, and hand held devices such as phones.
Protect your data
Our services are backed by industry-leading, audited, and certified security measures, hosted in the cloud, and can be accessed whenever you need them.
Scale your team
Leverage our operations and subject-matter specialists' expertise for hands-on assistance with the many investment strategies, legal jurisdictions, tax regulations, and compliance requirements that you may encounter.