Basic info
Industry
software development
Sectors
WealthTech
Trading Solutions
Fee Billing
Wealth Management Platform
Finance
Software
Financial Technology
Portfolio Management Software
Advisor Technology
Trading Software
AdvisorTech
Advisor Software
Rebalancing
Tax Management
Model Rebalancing
Performance Reporting
Financial Services
Account Aggregation
FinTech
Wealth Technology
UMA Trading
Advisor Fee Billing
Date founded
2007