Practice insights, trends, and compliance simplified—so you can focus on your business.
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Every quarter, you get a snapshot of your book—growth trends, position breakdown, and account activity. Your business at a glance, with year-over-year comparisons.
Add notes, document conversations, and keep everything in one place. When questions come up, the context is already there.
Year-over-year progress across the firm
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Tracked continuously
Most firms hand you a 500-page PDF and ask you to sign that you read it. Nobody reads it. Everyone signs anyway.
Our compliance manual is organized by topic, searchable, and shows you only what applies to your role. Bookmark sections you reference often. When policies update, you will know exactly what changed.
Systems that work for you without adding to your workload
Every fee calculated and verified before charges go through.
Your registrations and disclosures tracked continuously.
No passwords. Click the link in your email, you are in.
Daily money movement, weekly analytics, and a clear view across all advisors. Know where things stand without chasing down updates.
Money movement, AUM, and advisor-level flows—delivered every morning
Trends, exceptions, and firm health metrics every Saturday
See practice snapshots across the firm, track engagement
Fee discrepancies surfaced before they become issues
Delivered to leadership at 6 AM ET, Tuesday through Saturday
These systems run our own operations every day. The practice snapshots, the manual, the billing verification—all of it started as internal tools to solve real problems. They work because we use them.