Our tools

AI-powered strategic intelligence

Source aggregation, smart summaries and personalised alerts for firms that need to stay ahead of their clients.

Open Banking wealth verification

Secure bank connection (Tink/PSD2) to verify and document a client's assets in minutes.

Multi-account wealth aggregation

Consolidated view of banking assets — EU accounts, IBKR, CSV/OFX import — for professionals tracking multiple clients.

Multi-mailbox email synchronisation

Synchronise and unify professional email accounts for organisations managing multiple inboxes.

Business card scanner

Capture, extract and export contacts from business cards with direct CRM integration.