BACKGROUND: — Needed a platform to support their new RIA model — Looking to provide a technology solution for their new multi-custodial corporate RIA — Seeking an innovative, flexible, and cost-efficient technology solution to support their growth and create scale BENEFITS: — Provides a multi-custodial solution to attract larger, more complex independent RIAs — Intuitive, user-friendly interface, and integrations drive adoption and usage — Data mining tools provide the home-office with strategic insight and the ability to quickly pull needed information for regulatory and management requirements

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