Overview

We are bridging the gap between low cost robo-advisors and traditional more expensive wealth management. Ultimately on our platform, advisors generate higher fees (up to 1% with no grid), clients save 22% on fees, and both gain from the efficient use of technology for onboarding, KYC and AML administration, portfolio management and viewing their financial plan, performance, portfolio allocations all in one easy to use interface.

Market
Advisor/RIA
Last Activity
within 3 months

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