Platform Architecture

Source systems stay swappable. The integration pipes, data warehouse, and applications built on them stay with the firm.

1Swappable

what firms already run

Redtail

Black Diamond

MoneyGuidePro

Pershing

Egnyte

Smarsh

Governance, lineage and audit trail

2Firm-owned core

built once, reused every deal

Integration Pipes

11 live connectors

CRMPortfolio AccountingPlanningCustodianDocumentsArchiving

Data Warehouse

Source of truth

HouseholdClientAccountPositionTransactionAdvisorFinancialPlanDocumentFeeSchedule

Any AI model

swappable, like the sources

AI layer

Reads, writes

Connected: Claude

3Firm-built apps

what the acquirer owns and ships

Advisor Console

Client Portal

Compliance & Reporting

Deal Team View

Every mapping, model call, and data access is logged — see Data Lineage and the per-firm Audit tab.

Every acquisition arrives on a different stack. Mapping each source system once means the next firm running it integrates against work already done.

Accent stays with the firm. Gray can be replaced without rebuilding anything.