Power client-centric wealth management
Provide truly personalized solutions, managed holistically in a tax-optimized way — a powerful combination you won’t find with any other platform.
Grow your clients
SPS™ bridges silos and streamlines your operation, so you can serve multiple client segments, advisor types, and managed account programs on the same platform.
Real-time access for everyone — your advisors, your investments team, operations & compliance, and your investors — on a single unified system.
Connect your systems
Our robust suite of APIs makes it easy to integrate SPS™ with other systems essential to your success.