Start eliminating manual data entry
The unrelenting need to manually key client data over and over again has been a major pain point for way too long. We’re on a mission to help you eliminate manual data entry by working with the tools you use every day.
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Start eliminating manual data entry
The unrelenting need to manually key client data over and over again has been a major pain point for way too long. We’re on a mission to help you eliminate manual data entry by working with the tools you use every day.
Integrate your entire tech stack
By offering ready-made integrations that require zero-code, financial advisers can integrate their entire tech stack and move their clients' data from A to B with ease.
Eliminate manual data entry
Our innovative web-extension places client data at the fingertips of financial advisers, so they can quickly move it from A to B without any manual data entry.
Take control of client data
With an integrated tech stack and easy access to their clients' data, financial advisers can take complete control and move data freely from A to B on demand.
Adopt best of breed technology
Having access to integrations and the power to move their clients' data from A to B, financial advisers can choose to adopt best of breed technology without restriction or compromise.
Accelerate the integration agenda
Our mission will lighten the integration burden for technology companies, enabling greater innovation whilst removing a barrier to entry for new tech to enter the market.