“We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
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Empower your advisors to answer client questions and model life events across all segments, not just the ultra-high-net-worth. With multiple engagement models through a single tool, advisors can deliver advice based on proven guidance wherever clients engage.
We're a Canadian-born company and market leader making serious moves in the U.S. and beyond, and our success comes from our people. We're building a collaborative, mission-drive culture where we lean on each other's experience and solve hard problems
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From the mass-market saver to the complex UHNW household, we deliver the same planning depth across every segment, channel, and client type you serve. No need to rekey information across different tools.
Request demoWhether you’re at an RIA, broker-dealer, bank, credit union, group benefit provider, or insurance company — we help you deliver better guidance, deepen client relationships, capture more share of wallet, and grow your firm.
Read case studies“We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
“To build a financial plan, versus an industry average of 10 hours.”
“This new tool will allow us to respond to Clients' evolving needs proactively and faster than ever, while still offering the unmatched expertise of our employees and advisors.”
“We are excited to offer this innovative service to Clients and know it will have a real and lasting impact on their financial security.”
The features that help you deliver better advice, faster, to more clients, and defend every plan.
View solutionsWe're built on a fully open API, so we fit the stack you already run instead of forcing a rebuild. Data flows in and out cleanly, from plan creation through recommendation fulfillment. No need to log into our app. Our engine can power flexible UX options to fit your brand experience.
Most firms run up to five planning tools to cover the wealth continuum. We cover it with one. We deliver what you need from debt and cash flow to estate and business planning. Your clients keep the same experience as their needs grow, and you consolidate to run advice through a single platform.
Your firm shouldn't look identical to everyone else's. We let you deliver financial guidance in your brand, including custom storytelling, video, imagery, your colors and fonts, so the output reflects your value proposition. Configure as much or as little of the experience as you want.
Every plan is one you can defend. SAM Insights lets you build fiduciary guardrails directly into the planning process, stress-test against real-life scenarios, and apply volatility analysis and stochastic modeling where a client warrants it. Plan oversight keeps quality consistent and current across your firm so compliance stops being the thing that slows advice down.
