WHAT YOU GET · 30 DAYS FREENO CREDIT CARD
Consolidate your entire client book in under a week.
Our onboarding team migrates your existing spreadsheets, connects broker feeds, and reconciles historical data — so you're live on day 7.
Full platform access
All 12 asset classes, 14 broker parsers, white-labelled client portal, and tax reports.
Dedicated onboarding manager
A wealth ops specialist walks your team through setup, data migration, and custody feeds.
Data exported anytime
Download your entire portfolio history as CSV, Excel, or audit-grade PDF — no lock-in.
SOC 2 TYPE IIISO 27001SEBI RIADPDP ACT 2023