We build custom software for wealth and asset managers, shaped around how your firm actually works. The engine underneath already handles client records, the whole financial picture, onboarding workflows, planning, documents, permissions and audit history, so you're clicking a working prototype in weeks and live in months instead of years.
Every firm we talk to has tried at least one of these. They fail in fairly predictable ways, and it's almost always the same reason: the boring middle of the system is much bigger than it looks.
The product is finished, which is the appeal, but it was designed around somebody else's firm. Six months in you've quietly reshaped how you work to suit the software, and the thing that made you different is the part it won't do.
A CRM, a planning tool, a portal, a reporting engine, none of which share a client record. Your team keys the same thing three times, the numbers disagree, and when compliance asks what happened to a household you're pulling the answer out of four systems.
Good engineers, no domain. Client records, ownership across entities, workflows, planning, permissions, an audit history that stands up — they'll build all of it for the first time, on your budget, and you won't know whether they got it right until the first review season. Every wrong turn is billed to you.
Modern tools get something impressive up in a weekend, and it genuinely feels like you've got a handle on it. Then the scope grows: permissions, audit history, reconciliation, every change tracked for compliance, the messy details of real client money. That's where these projects stall.
We bring the part everyone needs and nobody wants to rebuild — client records, the financial picture, workflows, planning, permissions, audit history — already handling the messy details, already carrying the compliance trail. You spend your budget on the part that makes your firm different, and assemble it exactly how you want the system to look and behave.
Your platform sits on top: your workflow, your screens, your brand. The Super Advisor engine sits underneath and does the heavy lifting, and we keep it current for you.
Client records, households and entities, the full financial picture, onboarding workflows, planning, documents, permissions and audit history are already written and running in production. That's the part that normally eats your first year.
We connect custodial statements, market data, your planning tools and your CRM, and shape it around the households, trusts and holdcos you actually deal with. You're looking at your own clients in the prototype.
Your screens, your workflow, your branding. A small dedicated team ships it in monthly releases you sign off on, starting with a prototype you can click in weeks.
Tax rules change every year, custodians change their feeds, models get better. Those updates land in your platform because you're on the same engine we run ourselves.
Super Advisor, the platform we sell to advisory firms, runs on this engine and is built by these teams. We run the same code in production every day, so the parts we say are already built really are.
Factory is for firms building something of their own. If our off-the-shelf product fits your practice, buy Super Advisor instead.
Same engine underneath, very different applications on top. A few examples of what firms come to us for.
An advisor workspace that replaces the CRM: household records, digital onboarding and KYC, meeting prep and notes, annual review packages, and a client portal with your name on it. Usually the goal is one place to work instead of five tabs.
Tooling around the investment process: mandate and model management, drift and exception monitoring, research notes tied to holdings, and client or consultant reporting produced straight from live positions.
One balance sheet across people, trusts, holdcos and partnerships, including the assets nobody else tracks: private holdings, property, art, loans to family. Plus document handling and the bespoke reporting each family wants.
Head-office systems: supervision queues and compliance dashboards, advisor onboarding and transitions, book-of-business oversight across branches, and the audit trail your regulator expects to see on demand.
Not on this list? The engine doesn't care what the platform on top looks like. Tell us what you're trying to run and we'll tell you whether we're the right build partner.
Most of what a wealth platform needs already exists here and runs in production. You take the pieces your product needs and extend them. Where something genuinely isn't there yet, we build it once, properly, and it becomes part of the foundation for everyone.
People, relationships, households and the corporate entities behind them, plus employment, contacts and custom fields. This is the CRM layer most firms are trying to get away from.
Bank and investment accounts, insurance, pensions, real estate, private holdings, equity compensation, loans and credit lines, with owners and entities attached and a balance sheet that rolls up properly.
Workflow templates with steps and requirement sets, questionnaires and assessments, embeddable forms, and the chasing of whatever is still outstanding.
Goals, cash flows in and out, contribution and withdrawal strategies, registered-account treatment and life events, all reading from the client’s real holdings.
Positions and performance, mandates and model templates, assigning them across the book, and the subscription side if you distribute private offerings.
Proposals, plans, review packages and audit files generated from live data, branded as yours, plus exports and secure links for sending things to clients.
Agents work through the same connections the apps do, so an agent can do anything a person can do in the product, under exactly the same permissions.
Detailed access control, and a full history where every change traces back to a person and a moment, there from the first release.
A client web portal, iOS and Android apps, and embeddable forms, for when your clients need to see something or send something back.
Most firms know they should be doing something with AI and aren't sure what. Part of this work is figuring that out with you, then building it into the software your team already opens every morning.
The version that pays for itself is agents drafting the review package, prepping the meeting and flagging the household that has drifted, then putting the result on the screen your team already uses.
In the scoping sprint we look for the work that eats the most hours for the least judgement, and build there first. It keeps the business case concrete.
Software nobody opens is worth nothing, so training and rollout are part of the job. We watch how people actually use it and fix the parts they avoid.
A platform is only as good as the data in it. These are examples of the systems we can integrate with across the US and Canada — some already running, the rest built as part of your project.
Plus whatever else you run. If it has a file, a feed or an API, we can connect it. Tell us what you're on and we'll say what's already there and what we'd have to build.
The first stretch costs you nothing but a few hours of your team's time. You'll know whether this is worth doing before you've signed anything.
Two or three working sessions where we go through how your firm runs today and what you wish it did instead. No charge, and no obligation at the end of it.
We build a working version of the core idea, on your data where we can get it, so you can react to something real.
If you want to carry on, a small dedicated team takes over and ships a release every month that you review and sign off. You can stop whenever it stops being worth it.
Your platform goes into production. Keep the team on to keep building, or wind it down and stay on the engine while we keep the plumbing current.
Short version: scoping is free, you pay monthly for the team while they're building, and there's a licence for the engine underneath once you're live. We'll put real numbers in front of you on the first call.
A couple of working sessions and a prototype, at our cost. If it isn't obviously worth building after that, we've both learned something cheaply.
A small dedicated team, billed monthly, shipping a release you sign off each month. Pause it when you've got what you need.
An annual fee to run on the engine and keep getting the updates. We'll walk through how ownership and licensing work on the call.
Half an hour on a call. We'll tell you what's already built, what we'd have to make, roughly what it costs, and whether it's worth doing at all. Scoping after that is free.
