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An all-in-one platform

We’re here to replace your custodian.

And lots more. Seamlessly manage your

business, lower costs, and make your

clients happy.

Investing & reporting,
together at last.

Your entire business at
a glance.

Simple, yet powerful
fee billing.

Seamlessly integrated
performance reporting.

A beautiful client

Really affordable.

First 100 client accounts free and just
$1/account each month after.


Keep in mind, other brokerage service fees may apply on your client's assets. Please see our brokerage fee schedule on our Legal page to learn more.

The experience your client deserves.

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