One-Touch360 Mobile Control • Seamless Navigation • Encased In Dense Cyber Security
The Wealth Ecosystem Dashboard - The ultimate multi-family office
High-Touch Wealth Advisory Integrated With High-Touch Wealth Tech
A Synchronized, Frictionless Platform
Intuitively engineered to “master-the-maze”
Designed For TopTier Advisory Firms and Their Clients
Everyone, Everything, Anytime, Anywhere
A Globally Secure Mobile App With Text Messaging
Two-Factor Authentication • Data Chunking
Layered, End-To-End, User Keyed Encryption
Organize, Store, Track, Collaborate, Activate, Transmit . . . EVERYTHING
Checklists and spreadsheets are gone forever!
Family infrastructures coordinated with enterprise organizational systems
Easy Interface Solutions - Win the HNW Advisory Arms Race
Engineered For Top-Tier Advisors
• Multi-Family Offices
• Insurance & Investment Firms
• Retirement Planners
• Wealth Management Firms
• Legal & Accounting Firms
• Financial & Estate Planners
Engineered For Forward-Thinking Enterprises
• Banking Institutions
• Investment Firms
• Custodial Firms
• Hedge Funds
• Trust Companies
Helping advisors and enterprises maximize generational opportunities by deepening
• Transform into a new wealth management dimension.
• Rejuvenate the contours of advisory practices to become more agile.
• Better sync "practice ecosystems" with the "wealth ecosystem" of families and businesses.
• Install properly designed client strategies and deploy tactics more efficiently.
1. Dynamic information and document organization?
2. Desire easy onboarding?
3. Need help organizing?
4. Wish to access all information on-the-fly?
5. Concerned about security?
6. What about client data ownership?