ANALYZE
Understand your financial position and make informed investment decisions.
PLAN
Plan for the future – Tax. Retirement. Insurance. Estate. Succession.
DIVERSIFY
Balance risk and reward and reduce the volatility of your portfolio.
SIMPLIFY
Streamline the credit application and investor qualification process.
EXPLORE
Product Features
Account Aggregation
Direct connection to over 12,000 financial institutions. Centralize your financial data and track your balances and transactions in real time for financial transparency.
File Management
Store, share and audit your financial documents—such as custodian statements and tax documents. Access your files from anywhere and provide secure access to financial institutions who may need to review your portfolio for credit application and investor vetting processes.
Collaboration
Collaborate with your wealth management team—give your Financial Advisor a 360 degree view into your finances so they can keep your portfolio aligned with changing financial goals and help you select appropriate investments to achieve short-term and long-term objectives.
Portfolio Sharing
Lenders struggle to gain a holistic picture of applicants due to the amount of manual work and time it takes to collect accurate data from multiple sources. Sync and share your portfolio directly with financial institutions to simplify the credit application and investor vetting process.
Investor Accreditation
We offer Rule 506(c), Rule 506(b) accredited investor & qualified purchaser verification and certification services that are simple, reliable, and secure. Need a custom verification? Submit your request and we’ll take care of the rest so you can focus on investing.
Business Reports
Integrate your business assets and reports with your Personal Financial Statement. Link QuickBooks Online for seamless financial management—assess performance, make well-informed decisions, strategize for the future, and monitor your business and personal financial well-being.
Account Aggregation
Direct connection to over 12,000 financial institutions. Centralize your financial data and track your balances and transactions in real time for financial transparency.
File Management
Store, share and audit your financial documents—such as custodian statements and tax documents. Access your files from anywhere and provide secure access to financial institutions who may need to review your portfolio for credit application and investor vetting processes.
Collaboration
Collaborate with your wealth management team—give your Financial Advisor a 360 degree view into your finances so they can keep your portfolio aligned with changing financial goals and help you select appropriate investments to achieve short-term and long-term objectives.
Portfolio Sharing
Lenders struggle to gain a holistic picture of applicants due to the amount of manual work and time it takes to collect accurate data from multiple sources. Sync and share your portfolio directly with financial institutions to simplify the credit application and investor vetting process.
Investor Accreditation
We offer Rule 506(c), Rule 506(b) accredited investor & qualified purchaser verification and certification services that are simple, reliable, and secure. Need a custom verification? Submit your request and we’ll take care of the rest so you can focus on investing.
Business Reports
Integrate your business assets and reports with your Personal Financial Statement. Link QuickBooks Online for seamless financial management—assess performance, make well-informed decisions, strategize for the future, and monitor your business and personal financial well-being.
CONNECT
Omni-Channel Insights
QUALIFY
Investor Accreditation
Ready to take your portfolio to the next level? Unlock access to a wider variety of investment options. Take advantage of private placement opportunities and diversify your portfolio more effectively.
Accredited Investor
Defined based on your annual income and net worth. Invest in 3(c)(1) funds with up to 100 other accredited investors, or 250 accredited investors under certain conditions.
Qualified Purchaser
Defined based on the value of your investments. Invest in both 3(c)(1) funds and 3(c)(7) funds. Participate in funds with a larger investor base.
NEW APP
Show More Features
Amortization Calculator
Integrated Signatures
Team Collaboration
