Is it SEC and FINRA compliant?

Yes. All systems are built with SEC and FINRA compliance requirements, including audit trails and record retention.

Can it integrate with custodians?

We integrate with Schwab, Fidelity, Pershing, and other major custodians through secure API connections.

Bank-level encryption, multi-factor authentication, and SOC 2 compliance. Your client data is protected at all times.

Industries

Transform your financial & wealth management operations with intelligent automation tailored to your specific needs.

Client onboarding requires extensive paperwork

Portfolio reporting is time-consuming and manual

Compliance documentation creates bottlenecks

Client communication is reactive, not proactive

Automation solutions designed specifically for financial & wealth management

Automated KYC, risk assessment, and account opening. Digital signatures and document collection built-in.

Automated portfolio reporting, performance analysis, and rebalancing recommendations. Generate reports in seconds.

Automated compliance checks, documentation, and audit trails. Reduce compliance risk and workload.

+100%

More clients managed

-75%

Compliance workload

95%

Faster reporting

Book a demo to see how AI automation can help your business