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Capabilities

Solutions

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Capabilities

Aggregate
Reconcile
Report
Activate

Solutions

Family Offices
Wealth Managers and Advisors
Technology and Service Providers

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AggregationData gathering of structured and unstructured sources leveraging a pre-trained, proprietary AI engine ArtIE™

ReportingData storytelling for a personalized wealth journey with bespoke customization at scale

ReconciliationData normalization for a single source of truth with a human in the loop for exception handling

ActivationData initiation for meaningful insights and next best action that help you make informed decisions

Wealth Managers & Advisors

Technology and Services Providers

AggregationAggregate your data from multiple sources and deliver it in a consistent format.

ReportingAutomated and customizable reporting to give your clients.

ReconciliationPre-trained AI technology with a human in the loop to reconcile your data.

ActivationTurn your data into meaningful insights and next best actions that help you better manage your families' wealth.

Wealth Managers

Technology and Services Providers