Authentication
Set single and multi-factor auth and client permissions.
Onboarding and KYC
Encrypted client onboarding, plus KYC/AML integrations.
Accounts
Create and manage client accounts & held away accounts.
Portfolio Management
Manage securities, investment models, portfolios and goals.
Documents
Store and encrypt sensitive client or firm documents.
Orders
Create and track single and bulk orders for trade execution.
Questionnaires
Configure decision trees and client questionnaires.
Accounting
Business data on customers, invoices, financial statements.