Our industry partners are invaluable in helping us deliver solutions, resources, and support to our clients. Through these partnerships, we combine expertise and resources to drive compliance and deepen our impact.
Future Vault
From the enterprise and back office to your front office and advisors through to your clients and their family members, FutureVault is the most innovative and advanced digital document vault solution for financial services and wealth management firms.
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Mako Fintech
Mako Financial Technologies launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly. Mako's mission is to democratize the digitalization of wealth management and provide operational excellence to our customers through digital transformation. Mako Fintech is headquartered in Montreal, Canada, and led by a team of finance and technology experts.
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VigliantCS
VigilantCS is an innovative producer of digital platforms that cost-effectively manages and monitors conduct risk and staff-level compliance. The suite of proprietary solutions transforms necessary functions into strategic advantages.
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Behave Technologies
Behave Technologies is obsessed with empowering individuals to better understand their decision-making, bridging the gap between intentions and outcomes. Our Behavioral Intelligence Technologies guide customers' choices to align with their long-term goals, empowering them to make informed decisions for their well-being at every key touch point throughout the client journey.
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