Solution designed for

FINANCIAL ADVISORS

Grow your business and generate new opportunities overseeing client relationships, tailoring advice and effectively managing risk.

Smart management
of clients

Boost advisors productivity and engage with customers anytime, anywhere. Plan working day with geo intelligence and take advantage of actionable insights.

Linietta

Automating tailored investment advisory

Deliver tailored investment proposals to retail, high-net-worth or institutional clients according to risk profile and regulatory requirements.

Linietta

Advisors network management

Streamline administration, compensation and compliance of your advisory business. Manage complex fee structure, commission policies and incentive programs with a centralized and error free billing process.

Linietta