Build a modern platform for IFAs where they can perform all their jobs in one place. Whether the IFA is tied to a single network with a single investment platform/custodian or operating on a whole of market basis linking to multiple investment platforms/custodians, WealthOS can be the unified middle office aggregator of data as well as the execution gateway. Let advisors have a unified and consistent view of their clients irrespective of the disparate providers where information is held.
