Wealth Technology

Interoperable technology that adapts to how you operate, simplifies workflows and improves productivity as you scale.

What we do

OUR VALUE

A modular, interoperable wealth technology ecosystem trusted by over 100K users. We serve advisors, operators and investors with streamlined workflows, improved productivity and flexible third party integrations that support multiple operating models.

How we help

SOLUTION HIGHLIGHTS

01

Client Account Management

End‑to‑end tools to open, service and administer accounts. Accelerate account opening and asset movement while strengthening control and consistency across ongoing account operations.

02

Portfolio Solutions

Tools that support the full portfolio lifecycle, from planning and construction to trading and rebalancing, with built‑in risk oversight to support compliant, scalable investment operations.

03

Data & Reporting

Aggregate data across systems to deliver clear, consistent reporting. Gain better visibility into activity, performance and operations to support oversight, decision‑making and firm‑wide scale.

04

Investor Experience

Digital tools that give investors clear visibility and timely access to information through web and mobile experiences, self‑service capabilities and alerts to support consistent engagement.

What we offer

PRODUCTS & SERVICES

Our technology suite brings together powerful platforms and modular tools to help you scale efficiently, deliver exceptional client experiences and operate with confidence.

NetX360+

Wove

A powerful platform built to support the full lifecycle of brokerage and custody operations. NetX360+ connects workflows across your business, helping you operate efficiently, scale with confidence and serve clients seamlessly.

Explore NetX360+

An intuitive, connected platform for wealth management that unifies data, tools and experiences into a single, interoperable platform that can simplify workflows and boost productivity.

Explore Wove

What you gain

BENEFITS AT A GLANCE

Operational Efficiency

Automate routine tasks and connect workflows across systems — helping teams work faster, reduce errors and stay focused on growth and client outcomes.

Stronger, More Connected Relationships

Create a unified experience across platforms and roles, enabling better collaboration, clearer communication and more meaningful engagement.

Future-Ready Flexibility

Support your evolving business with technology that scales, integrates easily and adjusts to your needs without adding complexity. Backed by a resilient infrastructure and proven tech stability designed to provide enterprise-grade reliability and performance.