We build software that helps financial advisors focus on what matters most - their clients. Since 1999, we've been creating technology that handles the complex stuff like portfolio accounting, compliance, trading, and reporting, so advisors can spend more time building relationships and growing their businesses. Our platform connects all the pieces of running a financial advisory firm into one system, from onboarding new clients to ongoing portfolio management and everything in between.
What started as a portfolio accounting solution has grown into a comprehensive wealthtech platform that serves thousands of advisory firms managing over a trillion dollars in assets. We've acquired and integrated several companies along the way - Redtail CRM, Advizr, HiddenLevers, Brinker Capital, and others - to create what we call a 'most-in-one' solution. Our team knows the industry inside and out because many of us came from financial services ourselves, so we understand the real challenges advisors face every day.