Choose from our Navigator Platform, Migrator Platform or customize one on your own. Discover more about our solutions:
New Client Workflow
Financial Services | Digital Processing | Integrated Custodian Forms
Based upon standard workflows common for RIA, Broker/Dealers and Financial Advisors, the Navigator Platform has developed a standard set of workflows and custodial forms that are easily integrated into your process.
The Forms Logic Migrator Platform is an advisor transition solution designed specifically for helping advisors move to your firm.
Automated Workflows To Transition an Advisor Book
Migrator Platform provides a digital advisor transitions solution that quickly pre-populates all the advisor paperwork and significantly reduces NIGOs. Our cloud-based platform enables broker-dealers, RIAs, and advisors to save time, money, and effort during the transfer process by leveraging a digital process.
Custom SERVICES | Fillable Forms | Create Custom Forms Libraries
Every business has paperwork. Automating processes for filing out standard forms helps minimize the chance for mistakes. Learn more about these solutions:
We have experience working with multiple industries, including automotive services and sales, medical billing services and many more. Our development team is experienced in tailoring the platform for the end client.