Key Benefits
Reduces the time advisors spend entering data
Ensures accurate data inputs and reduces NiGO submissions
Accelerates the account opening experience for clients
Key Features
Make it Your
Own
Seamless integration with Custodian APIs allows you to quickly open accounts while drastically reducing NiGO submissions
Immediate Account
Access
Generated account numbers immediately for quick account access
CRM
Integration
Integrates with any CRM to reduce time spent opening an account by 90%
