Our Market Data Partners
Our Integration Partners
more integration partners coming soon
For you, the advisor, we’ve built an uncomplicated professional grade analytics platform with a manager view to see all your clients’ portfolios.
This means you can aggregate listed, unlisted and digital assets across multiple accounts. Then you can analyze your clients' P&L, performance, ESG and risk.
For your high value clients, they can access their own user-friendly, intuitive platform to see their total wealth.
Our Insights will help them learn more about their portfolio to create better engagement with you.
Plus, they will be able to access their platform across multiple devices and it is available on the go.