Wealth Management with Risk Controls

For RIAs, hedge funds, and wealth & fund managers — build strategies with automated risk controls, deploy from a marketplace, and manage clients end-to-end under your own brand.

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Key Features

Client Portfolio Management

Manage all client accounts from a single unified dashboard.

Compliance Automation

Automated SEC/FINRA reporting and audit trails for every trade.

White-Label Branding

Customize the platform with your firm's branding and domain.

Revenue Analytics

Track AUM growth, fee revenue, and client performance metrics.

How It Works

1

Onboard Your Firm

Set up your branded instance with compliance configurations.

2

Add Clients

Invite clients and link their brokerage accounts securely.

3

Assign Strategies

Allocate strategies across client accounts based on risk profiles.

4

Monitor & Report

Track performance and generate compliance reports automatically.

Ready to get started?

Wealth management with risk controls for RIAs, hedge funds, and wealth & fund managers — build strategies, manage clients, and stay compliant, all under your own brand.

Partner With Us