Our vision is to use a single platform to build the most customer centric company, a place where customers can find solutions, clarity and peace of mind.

Our market leading technology platform.

Introducing MAX

A subscription that makes you money, instead of costing you money.

Key Benefits for Clients

• Comprehensive Financial Overview:

  Clients can view all their accounts, investments, spending, and asset allocation in one secure place, providing a complete picture of their financial life and enhancing transparency.

• Goal-Based Planning & Scenario Analysis:

  The platform allows clients to identify, edit, and track financial goals, and the "Decision Center" enables them to run interactive "what-if" scenarios to see the potential impact of different financial decisions.

• Secure Document Management:

  Clients can easily and securely upload and share important documents with their advisor, streamlining communication and information exchange.

• Increased Engagement and Control:

  The interactive and engaging digital experience gives clients a greater sense of ownership and control over their financial plans.

• Reduced Financial Anxiety:

  A clear, personalized, and up-to-date view of their finances helps reduce financial anxiety and improve overall satisfaction with their financial situation.

• Improved Financial Literacy:

  By providing clear, understandable presentations of their financial plans and the potential impacts of different scenarios, MAX helps clients become more informed and make better financial decisions.

• Time Savings and Automation:

  The platform's digital features and automation save clients time and effort in managing their finances and collaborating with their advisor.