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Provider Type

Technology Providers

Tagline

Simplify the complexities of wealth with a unified solution

Founded

2012

Location

United States of America

Verified

Verified

Categories

Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading

Services

Target Segments

Fund managerMulti-family officeSingle-family office

Regions Served

Client Types

Provider Type

Technology Providers

Tagline

Founded

Location

United States of America

Verified

Not verified

Categories

Portfolio Management

Services

Target Segments

Regions Served

Client Types

Website

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