Our Vision

For the RIA Back Office:

  • Allow Registered Investment Advisors (RIA’s) to move away from legacy products and custodians for compensation purposes. We provide administrators a streamlined, accurate, and easy to use compensation solution that is scalable with their business.

For the Advisor:

  • Provide advisors a one-stop-shop compensation portal with line item-level detail on all their revenue streams. To have the transparency and accessibility of the software allow advisors to circumvent the advisory fee headaches and focus on what really matters - their clients.