Technology & Process Platforms

  • Our software platforms have been licensed from the leaders in the industry and are tailored and fully integrated to support the needs of our clients.
  • Our clients have full access to their data and we are able to provide regular, ad hoc and customized reporting to all of our clients to support each of their goals and objectives.
  • Because we control our platforms, we are able to onboard our clients incredibly quickly (2-4 weeks) and efficiently – typically saving $200K.
  • Our systems and processes are subject to audits (SOC1 and SOC2) by an independent third-party audit firm thereby reducing the costs of our client’s audits.
  • Finally, data security is a priority and our protocol is the very best in the industry and is coordinated with our clients.