The product at a glance.

Compliance control tower

All of a client's compliance on one screen.

360° client view

The whole client — wealth, risk, compliance — on one record.

Lucy, the AI assistant

Searches, prepares, flags — you validate.

Compliance & configuration

Turnkey, then tunable in detail (KYC, MiFID II, AML).

White-label client portal

Your clients do the work, in your brand.

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Independent advisor

All-in-one, turnkey, full autonomy.

Team view, roles, assigned tasks.

Enterprise & network

Permissions, oversight, fine configuration.

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Product

Overview Compliance control tower 360° client view Lucy, the AI assistant Compliance & configuration White-label client portal

Who it's for

Independent advisor Firm & group Enterprise & network

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Resources

Our take on the changing wealth-advisory profession: compliance, AI, wealth transfer and new regulatory obligations.

The first articles are coming soon.

J Junga

The next-generation platform for wealth advisors.

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