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Bring market research, news and security monitors into one workspace

Connect bank deposits with domestic or cross-border payouts

Build a US share watchlist, then invest from a New Zealand account

Research Indian stocks and funds before managing investments

Embed investing through account, funding and brokerage APIs

Combine index funds and US shares with a New Zealand money view

Dutch account banking with delegated access and a choice of login methods

Advisor CRM connecting client communication, meetings and policy context

Crypto buying and swapping within a multi-asset account

Track portfolio performance and expected dividend dates

Action-based investor CRM requiring a next step and deadline

Investor CRM with event-triggered routing and an audit trail for follow-up

Explore market research and practice orders before brokerage use

Turn financial text into structured events and sentiment data

Investor relationship tasks and fundraising pipelines with configurable overdue alerts

Compare Canadian funds and model portfolio allocations

A project and portfolio management workspace with Gantt plans, tasks, resources, and time capture.

AI-driven portfolio management from an SEC-registered adviser.

Bring Canadian fund prices and holdings into institutional systems

Company-managed chats with conversation teams, shared files, tasks, and email connections.

Cash budgets and shared wallets, with optional connected bank accounts

Review spending, rollovers and upcoming charges across US accounts

Multi-bank finance software with split spending and local data vaults

Aptos accounts with social login and an optional recovery phrase