Financial data aggregation for all your investments, income and expenses is simplified to save time and reduce error, with electronic data feeds and smart upload features across all asset classes.
Upload and sync investment transactions for simple and accurate data aggregation across entities, advisors, banks and custodians.
Sync all your financial transactions with our easy-to-use general ledger.
View accurate and up-to-date information of your marketable securities which auto refreshes the prior day’s closing value.
Use the integrated document vault for consistent, secure and centralized storage of supporting documentation such as brokerage statements, trust agreements, reports, invoices etc.
Maintain records of various personal assets such as art, valuable jewelry, automobiles, planes and more.
Track all types of insurance policies, such as life, property & casualty, with specifically designed data fields and reports.
Record transactional activities such as contributions, capital calls, withdrawals, valuations etc. for alternative investments.
Record liabilities and manage their periodic payments, ensuring a clear picture of true net worth.
Manage and store all asset class related information and documents, systematically and manage user access using our integrated document vault
Through our granular security, the document vault allows you to manage and control which documents are shared and viewable by users.