Valuation and succession tools, recruiting and transition platforms, compensation and benchmarking.
Practice management & M&A
AI platform that automates repapering and account transfers when advisors move books between firms
Data & research
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
Client experience
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
Practice management & M&A
Acquisition, succession and transition loans for investment advisory firms
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Integrations & operations
Data orchestration for wealth firms: custodial account opening, onboarding, data sync and advisor transitions
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