Fully-customizable platform development

A customized software platform with a variety of optional modules and features.

Client Management

Keep track of client data through an easy to use client management module. Integrates with popular CRMs such as Salesforce.

Logging and Audits

A full-featured logging and auditing system allows for unrestricted access to system logs and user event notifications.

Document & Statements

Generate customized documents and account statements on-the-fly. Deliver as PDFs via email, SMS, FTP, S3, Dropbox and more.

Geo-Redundant Backups

Enjoy the security of automated backups to various edge servers to ensure data integrity in the event of an error or outage.

Email & SMS System

A robust email and SMS delivery system, complete with custom templates, mass-mailing, data tags and more.

Application Intake

Web application form with custom field types, document upload, AML/KYC compliance checks and submission workflow.

Permission-based ACL

Differentiate application permissions for each user or groups of users through an easy to use ACL.

REST API Web Service

Integrate your application with a mobile app, or allow API access to a third-party and authenticate via an API key or web token.

Payments Processing

Process payments and subscriptions through Visa, Mastercard, American Express, PayPal, Apple Pay, Bitcoin and more in over 130 currencies.

AML/KYC Compliance Screening

Automated anti money laundering (AML) and know your client (KYC) compliance checks directly inside the application to mitigate potential risk.

File Management System

A hybrid file system that integrates with your existing file server or service via FTP/SFTP to provide direct access inside the application.

Client Account Portal

Allow clients or agents to view and download relevant information made available to them.

Valuation/Statement Delivery


Back-end System Reporting