We build the platform around you, before you go live
Your advice firm isn't generic, so your setup shouldn't be. Before you go live, we set up access to your investment strategy, team permissions, system integrations and fee structures, everything matching the way your business actually works.
Day one feels familiar.
Learn by doing, with real support alongside you
Training isn't a webinar and a PDF. We work through your first client together, hands-on, with each member of your team learning exactly what they need, nothing more, nothing less.
Your team won't just feel ready. They'll have already started.
First Client Onboardings
We stay alongside you as you onboard your first clients, with your account manager on hand to catch anything early. Our collaboration ensures you're comfortable with transfers, you have processes aligned and you get questions answered as and when they come up.
Ongoing support
By now, your dedicated account manager already knows your practice, your preferences and how you like to work. Day-to-day support is always on hand from our Platform Support team, while your account manager remains your go-to for anything more strategic.
From running smoothly to moving purposefully
Once things are ticking along nicely, we start looking ahead, together. How are your systems performing? Where could you save more time? What does your practice look like in two years?
We're not just here to get you started. We're here for the long run, growing alongside you, learning from your experience, and building something that gets better for you and your clients with every year that passes.
Considering bulk migration?
If you're planning on moving your whole client base to the platform then speak to the team. We'd be happy to explain how this process works in a little more detail.
Portfolio + Investment analysis
Client analysis
Suitability report
Integrated partners
