Relationship Manager
Client portfolios, ideas, recommendations, AI co-pilot
From signal to client decision.
A modular advisory operating layer for asset managers and EAMs — sits on top of your existing custodians, CRM, and broker stack.
Explore the platform ↓Multi-custodian portfolio
One unified view across all your custodians, brokers, and crypto venues — equities, fixed income, options, digital assets.
AI agents in every role
Portfolio Monitor catches signals. Idea Agent drafts recommendations. Decision Analytics tracks outcomes.
Shared idea pool
Investment thinking created once and distributed firm-wide. RMs adapt to client context — no duplication of effort.
Full advisory lifecycle
Signal → idea → recommendation → client approval → execution → outcome. Every step recorded for audit.
Digital onboarding & KYC
Guided flow for identity verification, suitability assessment, IPS, and e-signed agreements. Audit-ready from day one.
Compliance built in
Suitability checks, mandate constraints, breach alerts, MiFID II disclosures — embedded in every recommendation, not bolted on.
White-label client app
Your brand, our infrastructure. Web and mobile, with notifications and one-tap approvals.
Plugs into your stack
Layer on top of existing CRM, portfolio system, custodians, and comms archiving. No rip-and-replace.