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Digital Advice Platform for Advisors

Digital Advice Platform for Advisors

We build software for human-driven, technology assisted wealth management for real people. We’re focused on creating the best possible experience for working with people’s financial lives and goals – one that empowers people to make smart financial decisions and connect with the right professionals. We build a platform for servicing, collaborating, managing, and connecting. We have built a team that combines real-world expertise in wealth management, user experience design, and software development.

We are wealth management professionals on a mission. We seek out the most critical challenges we can find – the ones that pose the greatest areas of opportunity to many of the world’s most important financial professionals, but to the clients they serve as well. Whatever the situation, our approach with all financial professionals is the same: to establish a partnership that transforms the way they work with their clients in pursuit of their financial and personal goals.

David Lyon

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