Support from people who know your platform and your industry
Going live is not the finish line. It is the starting point for a platform relationship that is supposed to get better over time — more integrated, more adopted, more valuable to your firm and your clients. That requires a support model built around your firm's specific configuration, your workflows, and the regulatory reality of wealth management. Not a generic help desk. Not a ticketing system staffed by people who have never heard of FINRA.
How support works
Dedicated client success
Every Growth and Enterprise client is assigned a dedicated client success manager who knows your tech stack, integration configuration, advisor population, and platform history. When something needs attention, they already have context — you never explain your setup from scratch. They are also your proactive partner: reviewing engagement data, identifying adoption gaps, and flagging issues before they affect anyone.
Technical support
For integration errors, sync failures, access issues, and App Store updates, our technical support team operates with documented SLAs for response and resolution. Enterprise clients receive SLA-backed uptime commitments and priority escalation paths.
Integration monitoring
Your integrations are monitored continuously. When a platform API change affects a connection — and they do, regularly, as our integration partners all ship updates on their own schedules — our integration team identifies and resolves it. You do not staff this. We do.
Compliance support
When your compliance team has questions — about archival configuration, communication pre-approval workflows, or regulatory documentation — our compliance support function is equipped to respond. We understand FINRA Rule 4511, SEC Rule 17a-4, and the archival and supervision requirements of an RIA.
A support partner who speaks wealth management
Demo app
Get the demo app on your phone
Short questionnaire. Then install from the App Store or Google Play.
Fill out a brief form to unlock demo access, then install the same white-labeled experience leading wealth firms run in production, on your phone.
Opens in a new tab · Install from App Store or Play Store
1
short questionnaire
2
app stores
Built to the highest standards in wealth management
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
