Intelligent Consolidation

Our fuzzy data processing eliminates duplicate data

Duplicate advisers, dealer groups and funds are parsed out intelligently and consolidated before synchronizing to salesforce.

Analytics

Platform insight's reports provide insights on fund performance

Slice and dice your flows data by platforms, dealers, advisers and time periods. Track your dealers and funds' performance accurately.

Cloud Advantage

Store all data on the cloud

Instant access, security, data durability, flexible pricing... All the benefits of being on the cloud!