About us

We provide asset managers with a client data platform (CDP) and related software solutions, services, and integrations. All are designed to help you leverage your existing data and systems to drive more intelligent and effective distribution strategies.

Leverage our experience

With over 20 years of experience, technical strength, and industry knowledge, we have established a reputation as the premier partner for asset managers seeking to enhance their distribution efforts. Our solutions help asset managers use data to focus distribution efforts and drive asset growth. Our client community collaborates together to overcome common industry challenges and achieve similar goals.

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