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Our Super App development platform goes above and beyond existing ‘all in one’ systems to enable RIAs, BDs and Custodians to bring together the curated set of applications they have identified as mission critical to their service delivery into a seamless, integrated and flexible user interface.

In the News
Industry Trends

“Everyone is building their own stacks, a universe of multiple suns, in which everyone tries to create their own suns and see if they can gravitate some planets towards that sun” – Oleg Tishkevich (c)

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Thought Leadership

We’re honored to receive this prestigious recognition from WealthManagement.com and we look forward to continuing to lead the wealth management industry to deliver better, more integrated advisor experiences and help scale their businesses

In the News

Each year, industry players sit down and read the tea leaves to spot the subtle yet dramatic changes happening in the independent wealth space and to identify the key underlying themes that will shape the industry going forward.

In the News
Industry Trends

With an analogy that began with Tom Cruise and ended with Abraham Lincoln, fintech executive Oleg Tishkevich layed out the all too common scenario of financial advisors struggling to solve complex tech problems on their own.

In the News
Thought Leadership

We are extremely pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward.

In the News
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