Embedded Digital Wealth Infrastructure with Cloud Native Services

Vertically integrated assets servicing infrastructure that combines modern brokerage, custody, clearing & cash management, designed to help financial intermediaries.

Get In Touch
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Modern Cash Management
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Microservices Architecture
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Open API
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Multi-Asset Brokerage, Custody and Clearing
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24/7 Support
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WealthTech Chassis
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Enterprise-Grade Infrastructure
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Multi-Custodial
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Modern Money Movement
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Modern Cash Management
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Multi-Custodial
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Open API
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Microservices Architecture
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WealthTech Chassis
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24/7 Support
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Enterprise-Grade Infrastructure
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Multi-Asset Brokerage, Custody and Clearing
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Modern Money Movement

Who we serve

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RIAs
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Banks and Credit Unions
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Independent Broker/Dealers
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Asset Management Firms
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TAMPs
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Trust Companies

Turnkey Go-to-Market SaaS Solutions

Our solutions are fully cloud based, ensuring a highly scalable offering within the most flexible and secure cloud computing environment available today. Utilizing cloud infrastructure, we protect our clients' data within the most secure global infrastructure.

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Capture New Assets, Increase Wallet Share
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Enhance your Corporate Brand
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Retain highly satisfied Customers and Members
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Promote Financial Literacy
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Enhanced Security

Security is the highest priority for us. We developed our solution by applying key security measures and made sure that it is SOC (Service Organization Control) 2 Type 2 compliant

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256-bit encryption

We maintain Bank level security to protect and secure personal data & information

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24/7 monitoring

We conduct system-wide, automatic monitoring to protect against unusual activity

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Multi-factor authentication

We utilize multi-factor authentication controls across all our products to secure user account