Banks
Family Offices
Pensions and Endowments
Asset Managers
Independent Advisors
Super Apps
Banks
Family Offices
Pensions and Endowments
Asset Managers
Independent Advisors
Super Apps
Robo Advisory
Advisory
Brokerage
Discretionary
Cloud-native architecture
Distributed database
Stateless servers
Distributed deployment
AI operating system
Proprietary wealth data model
Personally Identifiable Information masking via tokenization
API catalog and connectors
Dedicated integration teams
Out-of-the-box connectivity to product and data platforms
In region support
Continuous enhancements and releases