The Second Brain for Private Wealth Managers.

Quickly complete trade, compliance, and meeting notes in one hyper-organized workspace

Terminal Features

Our software enables you to easily manage and automate paperwork, keeping you compliant and organized, so you can dedicate more time to your clients.

Accelerate your trade notes process with automatic data population, minimizing manual input and increasing accuracy.

Streamline meetings recap notes by connecting notes to trades and other important information in one place.

Build a database of funds and securities with your own data for auto-filled trades. Speeding up you note taking process.

Safeguard your practice with meeting checklists and options that guarantee a comprehensive review process.

Stay in compliance with continuously updated real-time fund data, including MER / TER expenses and risk ratings.

Drag and drop excel exports for instant trade order population and completion with unparalleled accuracy.

Our software enables you to easily manage and automate paperwork, keeping you compliant and organized, so you can dedicate more time to your clients.

Best for large practices

$799/month

5 team members

Great for mid-size practices

$499/month

2 team members

Ideal for small practices

$99/month

1 team members