Offer clients a modern way to build wealth

Offer an engaging product that keeps assets at your institution, instead of leaving to external investing platforms. Satisfy and grow your younger demographic that demands modern, intuitive features. Make it easy for everyone to create their financial future together with you.

Advanced robo-advisory

Advanced automated digital wealth portfolio, featuring custom direct indexing, fully fractionalized securities, tax-loss harvesting, automated bond-laddering, and values-based personalization.

Commission-free trading

With $0 minimums and fractional shares, building wealth has never been easier.

Give your members access to stocks, bonds, funds, alternatives, and more – including ETFs, MMFs, government bonds, and private equity.

Fully licensed, making compliance feel easy

SEC Licensed Registered Investment Advisor and FINRA Licensed Broker-Dealer in 50 states. Expert security and compliance with G-SIB custody, SOC-2 certification, fraud detection, and more.

Fully customizable design

Our intuitively designed pre-built solutions are white-labeled so that your brand remains front and center. Start with easy no-code branding configurations, and even add your CSS to deliver the exact same look & feel to make your clients feel at home.

Revenue share

Generate new non-interest revenue to strengthen your business.