Transformed the way you work.

How? With a tool that mirrors the way you think defined by people just like you.

Do more with less by bringing all of your critical information into a single place.

The client driven design provides intuitive access to your most valued information with quick access to shareholder data.

Get the information you need when you need it.

Real time and historical reports are easy to use and can be run on demand for immediate review or scheduled to address future planning needs.

Be the first to know about the actions you care about most.

With client alerts, you'll be aware of an insider sell shares, when property has been lost and if shareholders haven't voted or cash checks.

Have the simplicity and flexibility you need to do your work your way.