A ready-to-use, brandable application that enables your clients to manage their multi-asset accounts. This includes everything you need to create user accounts, open custody accounts, manage cash, private securities, and digital assets.
Built for institutions, RIAs, and wealth managers with domestic and international clients.
Develop alternative investment products and manage investments with a single, unified interface.
Develop alternative investment products and manage investments with a single, unified interface.
Develop alternative investment products and manage investments with a single, unified interface.
Customize, manage, and run everything from your dashboard.
Agency over digital assets
Agency over cash
Agency over securities
Command Center
Developer dashboard
Visibility on client accounts
View all your client's accounts, balances, asset holdings in one place
Easily open custody accounts for your clients in your branded portal.
Domestic & international
Your branded experience
Account support
Domestic & international
Let clients transfer through ACH & wire
Flexibility in account management movement and safeguarding.
Cash
Private securities
Digital assets
Cash
Enable clients to transfer funds via ACH and wire transfers
Our compliance framework will assist you to address all the critcal aspects of regulatory compliance.
KYC & KYB
KYC & KYB
Easily verify customers & businesses to stay complaint.
Integrate with your existing systems to enable new services and automation.