The all-in-one platform for financial advisers

Kanban view of meetings, tasks, and client communications.

Find relevant client information in seconds, with intelligent, unified search across your systems and documents.

Every client meeting sharpens the system. You start with the right context, what matters is captured as the conversation unfolds, and insight turns into action automatically.

Transform paper records and scanned documents into searchable, structured data automatically.

Generate compliant suitability reports with AI assistance, ensuring every recommendation is properly documented.

Every client's full portfolio, across custodians and platforms, unified in a single, reliable view.

Personalized drafts that match your tone. Client recap emails are drafted and ready to send automatically.

Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.

Onboard new firms in minutes through automated data migration and structured setup.

Convert paper records into searchable, structured data across the organisation.

Maintain strict separation between firms, teams, and users, with tenant-level data isolation.

Fine-grained permissions ensure the right people see the right data.

Complete visibility into every action across your organisation for compliance and oversight.

Built on the full Independent Firm feature set, with additional layers for oversight, scale, and control.