Achieve financial clarity by monitoring your investments and account balances in real time. Collaborate with your partner and finance professionals to accelerate progress towards your financial objectives. Share your portfolio and files with financial institutions to streamline your credit application and investor vetting process.

Gain deep insight into your clients’ portfolio allowing you to assess, plan, and guide their financial journey. By leveraging CapSync, advisors can provide personalized advice, optimize financial strategies, and help clients achieve their financial objectives.

Assess, plan and optimize the financial affairs of wealthy families. We provide the essential data needed to make informed decisions that align with family objectives. Protect their wealth, foster trust and ensure long-term financial success.

Assess investor suitability, manage risk, comply with regulations, and tailor investment offerings to meet investor needs. Use our accreditation tool to verify the accreditation status of potential investors.

We offer a digital asset and liability verification alternative allowing borrowers to connect their bank accounts quickly and securely so that financial institutions can assess creditworthiness and make informed lending decisions.

Accurately assess an individual or family’s financial situation, optimize tax planning and preparation, ensure compliance with tax laws, and provide valuable insights into potential tax-saving opportunities.