Compliance & Unified
Integration Portals for Teams
Consolidating firm technology logins into a unified back-end portal using API or SSO connectors.
As Featured In
Compliance/Integration Systems
We offer compliance, sales partnerships, and tech integration portals to enhance firm communications, stakeholder procedures, and to provide consolidation points with third party applications
Compliance Consulting/Support
Providing SEC, State, ERA consulting support and/or referrals to firms in our partner network.
Review Pricing for our products/services/packages
Sales/Integration Partnerships for Emerging FinTechs
According to an Envestnet’s Market Survey, over 400 technology solutions are on the market, and 54% of advisors report a lack of integrated technology workflows. And of those polled, 61% of advisors would prefer an all-in-one bundled tech platform or software solution… Now is the time to integrate to stand out from those FinTechs that do not.
As a fellow cloud-based provider on Kitces.com AdvisorTech Directory of cloud solutions, we offer firms the opportunity to join forces, create more integrations, and mutually gain marketshare.
We focus on areas that bring the most value as an added sales partner.
We assist with sales research, marketing, demos, product bundling, and integration support.
Contact us for more information
Compliance/Integration Solutions
For Consulting Teams
Collaborate with firm clients, staff, and customers for compliance deliverables and calendar events
For Auditing Teams
Delegate ongoing reporting, documentation, and PCAOB, AICPA, SEC Blue sky, or ADV-E custody filing requirements
For Administration Teams
Manage back office duties, filing, and other reporting obligations
Features
White Labeling
Tailor with your brand identity and unique requirements.
Access Rights
Easily manage admin and user permissions.
Integrations
Integrate the app with your existing tools via API/SSO.
Compliance & Audit
Customizable workflows for training, disclosures, and audit reporting for all stakeholders.
Templates
Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.
Dashboards for Admin, Staff Clients
Seamlessly navigate the app through an intuitive interface accessible to multiple team members.
File sharing and Document requests
Share files with other users or request information securely.
IT/Security consulting
Including IT/cyber consulting with our partners.