ABOUT
Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.
Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients. Our vision is that your wealth management business should be simple enough to run from your mobile phone or anywhere you want. Come talk to us about how to simplify your practice.
CAPABILITIES
- Rebalancing/Trading
- Reporting
- Practice Management
- Data Aggregation
CONTACT INFORMATION
711 Atlantic Ave, 5th Fl, Boston, MA, 02111