It was another active week in wealth management news, and wealthtech wasn’t far behind—we once again have a lot to get to in our financial advisor technology headlines.
First, however, let’s review what’s happened in wealth management. For one thing, the CFP Board announced that CEO Kevin Keller will retire effective April 30, 2026 after a very long tenure at the organization’s helm, which has touched off a search for his successor. Keller oversaw a major expansion in the number of active CFP designees and became an active voice for the wealth management industry within the halls of power.
Kestra—the Austin, Texas-based RIA and broker-dealer megafirm, announced that it has completed recapitalization, with Stone Point Capital replacing Warburg Pincus as controlling owner.
Perhaps the biggest M&A news over the past week came from $5 billion-AUM, Cleveland-based Carnegie Investment Counsel, which punched far above its weight in acquiring $1.3 billion AUM, Stamford, Conn.-based Eagle Ridge Investment Management.
Plenty of other firms added advisors and AUM, including Clearstead Advisors, EP Wealth Advisors, Sanctuary Wealth, Commonwealth, Corient, Osaic, Amerprise, Wealth Enhancement Group, Prime Capital and Mercer Advisors. In addition, several new independent firms were launched, proving that the momentum towards the independent channel is not yet over.
Other firms made major hires and promotions, including Focus, which named a CFO and added to its board of directors; Mercer, which added a new Head of Client Development; Cambridge; which added a new VP; and Ameritas, which elected a new president.
This is again the tip of the iceberg. We dwell sometimes on wealth management headlines because, well, in most weeks, it doesn’t seem to us like anyone is really trying to keep up with the current industry news: the pace of information is accelerating just as newsrooms are shrinking, and readers are suffering as a result.
Moving towards wealthtech, Orion wrapped up its Ascent conference and offered us several headlines, as they always do, this time trumpeting what appears to amount to a major overhaul of their platforms—but they also dropped their 2025 Advisor Wealthtech Survey with some insights, including that 68% of advisors claim to currently use AI-powered tools, and that 54% of advisors plan to increase their technology investment in 2025—by an average of 19%.
In addition to increasing their AI investments in 2025, which 43% of the Orion’s survey respondents planned to do, advisors are also investing in integration. The surveyed advisors said that only 55% of their current technology is integrated, on average, and 42% of the respondents plan on investing in more integrated technology this year. I take this result as a sign that AI and the growing complexity of advisor technology stacks are really exacerbating the pain of poorly integrated wealthtech and fintech.
There are plenty more juicy details from Orion’s survey, including responses from investors, but we’ll leave our reporting there for now. Let’s get to those wealthtech headlines!
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Alight
Alight, Inc. (NYSE: ALIT or “Alight”), a leading cloud-based human capital and technology-enabled services provider, today announced the first major release of Alight Worklife® for 2025. The release enhances Alight’s core health, wealth, wellbeing, navigation, and absence management solutions, transforming employee benefits interactions and strengthening the Alight Benefits Advantage™ value proposition for employers.
The Alight Worklife for Microsoft Teams integration brings powerful Alight Worklife features directly into the Teams environment for employees, enabling them to engage with their benefits in the flow of their everyday work. Employees with access to this integration benefit from a seamless and secure way to view benefits, receive AI-powered recommendations, and a 24/7 Interactive Virtual Assistant to answer questions and provide guidance, all within the Teams environment.
The first release for 2025 includes updates that continue to build on Alight’s AI-powered capabilities, as well as upgraded user experience features to streamline processes, improve access and provide deeper insights for both employers and employees. The latest release of Alight Worklife includes Alight’s new product, Alight IRA, a secure, versatile retirement savings solution that offers both Traditional and Roth options, easy rollover capabilities from prior 401(k)s, a wide range of investment options and support throughout the process. With Alight IRA, employers and their people will benefit with an easy to rollover, integrated path to maintain and grow retirement savings.
Amplify Platform
Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced today it achieved record growth, doubling its total employee headcount and adding new wealth management clients over the past year. The momentum pushed Amplify’s total assets under management (AUM) past $18 billion. As the company looks to 2025, Amplify remains focused on expanding its team, enhancing its platform and delivering exceptional value to its growing client base.
Amplify’s growth in 2024 was fueled by the addition of several industry veterans to its team. The roster of leaders represent decades of collective expertise, and includes Chief Growth Officer Vickie Lewin, Chief of Staff and General Counsel Jason Rowley, and Chief Financial Officer Kimberly Hill.
Amplify goes beyond the traditional turnkey asset management platform (TAMP) and RIA operating system models, offering an all-in-one platform that powers essential functions for the entire wealth management enterprise. The platform is designed from the ground up to dramatically reduce the need for reliance on multiple apps by seamlessly integrating with third-party services.
Asseta
Prismatic, a leading provider of financial management solutions, today announced its rebrand to Asseta. This transition strengthens its focus on family offices and further differentiates its offering within the fintech space. The rebrand reflects the company’s mission to modernize and digitize financial operations, ensuring clarity, efficiency, and long-term wealth preservation and growth for high-net-worth families.
Asseta’s intelligent family management platform replaces fragmented data silos with a purpose-built, unified system, helping family offices eliminate their reliance on spreadsheets and disconnected software. Designed to unify, dimensionalize, and gain control over data, Asseta enables families to efficiently oversee their diverse portfolios.
The rebrand is the result of extensive research and direct collaboration with clients, revealing the demand for dedicated solutions in family office management. Asseta is the only AI-native suite dedicated to addressing the most pressing problems faced by high-net-worth families and their teams.
DriveWealth
OneVest, a leading financial technology company on a mission to Power the World’s Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions.
This partnership integrates OneVest’s comprehensive wealth management platform directly onto DriveWealth’s investing ecosystem, enabling enterprises to access a fully configurable, out-of-the-box solution for modern wealth management needs. The integration provides DriveWealth’s broker-dealer, RIA, and international wealth advisory partners with a white-labeled platform featuring modules for onboarding, account opening, advisor and client experiences, portfolio management, analytics, and more.
DriveWealth’s advanced APIs enable the full range of investing and trading workflows – from opening an account to trading in the market all the way through publishing tax statements. By integrating OneVest’s modular, end-to-end wealth management solutions on top of its platform, DriveWealth can provide advisors with a white-label, turnkey solution that enhances the investment journey and adapts to the dynamic needs of both enterprises and investors.
Empower
Empower, a leading provider of retirement and wealth management services, today announced a new consumer-directed healthcare (CDH) offering to help individuals manage their healthcare finances in conjunction with their full financial picture.
Empower Consumer-Directed Health will offer employers and individuals an array of offerings to help them to make use of products and services that allow for optimization of their health and wealth benefits. Empower will offer benefits such as health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), voluntary employees’ beneficiary association plans (VEBAs), wellness incentives, lifestyle benefits, and more.
Empower has partnered with Alegeus Technologies, LLC, a leader in healthcare technology solutions, to bring an integrated health and wealth experience for employers and employees to the market through a comprehensive, CDH product suite. With a more than 25-year track record, Alegeus delivers consumer-directed benefit accounts for 75,000+ employers and more than 10+ million members (participants). Alegeus partners with some of the industry’s leading health plans, third-party administrators, financial services, and benefit solution providers. The integrated set of CDH benefits under the Empower brand will be incorporated into Empower’s digital platform, creating a more inclusive experience.
Frec
Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached.
Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing assets to purchase underperforming ones. Frec’s Portfolio Allocation feature challenges this norm by putting decision-making power directly in the hands of investors and allowing them to make one-time cash deposits, yearly for example, to solve rebalancing.
Here’s how it works: investors set their desired portfolio allocation—for example, 60% U.S. stocks, 10% international stocks, and 30% money market funds. Instead of automatically buying and selling assets to maintain these ratios, Frec offers tools to help investors decide when and how to rebalance.
Future Capital
Future Capital, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, and Axos Clearing, a subsidiary of Axos Financial Inc. (NYSE: AX), announced today an integration that will give financial advisors the ability to manage their clients’ workplace retirement accounts.
This partnership integrates Future Capital’s Core and Construct platforms into the Axos Professional Workstation, a key component of Axos Complete, allowing firms to seamlessly incorporate held-away retirement assets into their strategies. Axos Complete is a fully integrated ecosystem designed to simplify operations, ignite innovation, and empower firms to stay ahead. It combines advanced technology, premier financial solutions, and the full-service expertise of Axos Clearing.
Using Core, advisors can introduce their wealth clients to Future Capital’s discretionary management service for held-away retirement assets. Alternatively, they can use Construct to exercise full discretionary authority over these retirement accounts, along with the flexibility to build customized portfolios and set their own fee arrangements. This expanded capability enables financial advisors with the potential to increase their assets under administration while providing more comprehensive wealth management services to their clients.
Hexure
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, today announced a partnership with Pulse Point Management (Pulse Point), an insurtech innovator and fully domestic third-party administrator for insurance and annuity services. This partnership brings together two best-of-breed solutions, Hexure’s FireLight sales platform and PulseEcto1 within the PulseConnect system. The integration of these two systems offers a holistic ecosystem from quoting to policy servicing and everything in between for enhanced sales, sales management and operational efficiencies for life and annuity business.
FireLight services will be embedded via two-way application programming interfaces (APIs) within PulseEcto1 and will connect data and processes between front-office sales and back-office agency management. By unifying customer relationship management (CRM), agency management system (AMS), policy administration system (PAS) and sales platform activities into one secure ecosystem, it enhances connectivity, simplifies operations, reduces costs and improves the sales experience and efficiency for agents, agencies and carriers. PulseIQ, Pulse Point’s built-in analytics dashboard built from patient pending engineering, will amplify the experience by showing e-application adoption, cycle time changes, and case status.
The FireLight e-application with e-signature will be the first FireLight service embedded in PulseEcto1, enabling agents to pre-fill applications with PulseConnect CRM data, submit in-good-order applications directly to life and annuity carriers and gain real-time insight into the sale. Hexure and Pulse Point are actively working together to integrate additional FireLight services, including quoting, illustration and post-issue capabilities for a complete solution from pre-application to policy management.
iCapital
iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, announced a series of new enhancements to its award-winning2 portfolio construction tool, iCapital Architect. The new toolkit arms financial advisors with robust education and cutting-edge analytics and also provides the iCapital Architect technology as a scalable, customizable infrastructure for alternative asset managers to reach and serve the private wealth investor audience.
First launched in February 2024 for iCapital platform clients, Architect is the innovative portfolio construction tool that helps advisors evaluate alternative investments and structured investments alongside traditional assets and design portfolios that align with clients’ return objectives and risk profiles.
Apollo Allocation Pro, powered by iCapital Architect, enables users to create and compare illustrative public and private index portfolio allocations interactively. The tool allows for evaluating historical risk/return metrics and running allocations through a range of past market events.
intelliflo
intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum. While implementations are typically a time consuming, tedious process, Alpha Capital and intelliflo redblack have completed the project with speed, efficiency and confidence.
Alpha Capital is an outsourced family office that focuses on a holistic approach to assisting multigenerational business owners and high-net-worth families. The firm has recently experienced strong growth and was looking for a new rebalancing and trading partner to support this ongoing scale with efficiency and more robust functionality. With intelliflo redblack, the firm has gained an intuitive platform that helps them streamline and optimize daily trading and rebalancing processes while maintaining high standards of compliance.
intelliflo redblack has experienced significant momentum and added over 113 sophisticated new features over the last year. For example, intelliflo redblack recently launched a powerful new wash sale detection capability that allows for the linking of accounts, including separately managed accounts (SMAs) across family members to identify potential wash sales before they occur. This enables financial advisors to ensure compliance with IRS wash sale rules while maintaining healthy tax management strategies and optimizing cash management benefits for their clients.
Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the successful completion of a $20 million Series A funding round, led by Battery Ventures, with additional participation from Citi Ventures and existing investors Sorenson Capital and Pelion Ventures Partners. This investment underscores the rapidly growing demand for advisor-specific AI tools that streamline administrative tasks and empower financial professionals to elevate the advisor and client experience.
Founded by repeat fintech entrepreneurs, Jump has quickly established itself as an indispensable productivity tool to advisory firms of all sizes – from solo practitioners to enterprise-level registered investment advisors (RIAs) and independent broker dealers (IBDs). The firm has raised $24.6 million capital to date, and this latest funding will advance its mission to empower financial advisors and their clients to thrive in the age of AI. With this funding, Jump plans to accelerate product innovation, building out an ever growing suite of advisor specific AI workflows and agentic AI work outputs. Jump will also expand sales and support to meet intense market demand, deepening industry partnerships.
Jump’s AI assistant integrates seamlessly into advisors’ workflows, automating critical tasks like meeting preparation, notetaking, compliance documentation, CRM updates, handling financial planning data and client follow-ups. Jump is deeply customizable depending on advisor preferences; it also integrates with existing advisor tools, including Zoom, Teams, Salesforce, Wealthbox, Redtail and more. Jump also provides extensive enterprise controls that allow compliance teams to configure Jump to their specific policy requirements.
Nitrogen
Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the appointment of Rachel Cameron as its new head of partnerships. Cameron brings extensive partner strategy experience in the financial technology space, having previously held senior roles at SS&C Black Diamond Wealth Platform and DPL Financial Partners, where she was instrumental in driving strategic growth and strengthening industry relationships.
Cameron will lead Nitrogen’s industry partnership strategy, focusing on building and deepening relationships with wealth management firms, insurance providers, technology providers, asset managers, and other key stakeholders in the wealth management ecosystem. She will also join the team who delivers the annual Fearless Investing Summit, helping to shape the experience for advisors and sponsors.
Her nearly 20-year financial services career began at the front line, working with clients at State Farm Insurance before transitioning first into operations with Merrill Lynch and ultimately into partner strategy at SS&C where she was the primary point of contact for all external partners for the Black Diamond Wealth Platform. She joins Nitrogen from her most recent role as Director of Strategic Partnerships at DPL Financial Partners, developer of a commission-free annuity distribution platform. There, she launched and activated partnerships with Black Diamond Wealth Platform and Orion Advisor Technology.
Orion
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today at Orion Ascent numerous platform-wide enhancements to aid financial advisors in serving high- and ultra-high-net-worth (HNW/UHNW) clients and multi-family offices. With $124 trillion expected to change hands through 2045, the influx of new millionaires will demand highly personalized financial solutions to manage, protect and grow their wealth.
Orion’s new tools and enhancements are tailored to the complex needs of this important investor segment and directly address top requests from advisors. These include the integration of the Summit Wealth Systems platform, estate and tax planning workflows, new foreign exchange capabilities, trust accounting and trust account trading, and OCIO services.
Orion
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced today at Orion Ascent 2025 a series of key updates across its connected technology ecosystem.
Today, Orion introduced AI-powered meeting agendas inside of Portfolio View, allowing advisors to create auto-generated meeting agendas. Leveraging portfolio analytics, financial planning, CRM notes, and the power of AI, this innovative feature streamlines the preparation process for advisors, enhancing efficiency in client meetings.
Orion’s industry-leading Redtail CRM is launching three impactful updates in Q1 2025. First, firms can now reassign CRM ownership, supporting seamless transitions and consistent workflows. Second, the new Lightweight Enterprise Reporting feature allows large RIAs, aggregators, and broker-dealers to generate regulatory and compliance reports across multiple CRMs, paving the way for a future Enterprise Dashboard with full organizational oversight. The final new feature is secure third-party document sharing, enabling advisors to collaborate effectively with external stakeholders like CPAs and attorneys, simplifying document exchange and enhancing client satisfaction. Insights from Orion’s 2025 Investor Survey informed this enhancement, showing that 42% of investors prefer their advisors closely coordinate with third-party professionals when specific issues arise, while 33% value close collaboration on all financial matters.
Pocketnest
Pocketnest, the woman-founded financial wellness platform, announces the results of its initial beta rollout of its generative AI, Birdie, with select credit unions.
The next generation of members values convenience, technological innovation, personalization, and personal finance education in financial products and services—all of which Birdie’s digital-first, personalized approach represents. Powered by behavioral science and generative AI, Pocketnest provides instant, tailored financial guidance by integrating users’ financial data, behavioral tendencies, and preferences. Birdie simplifies and personalizes financial planning, delivering relevant insights and tips that help users make more informed financial choices.
By leveraging Birdie, financial institutions can address the evolving needs of their communities, enhance financial wellness, and drive engagement in an increasingly competitive digital landscape.
Proteus
Proteus, LLC (“Proteus”), a leading alternative investment platform, is thrilled to announce its collaboration with Pathway Capital Management, LP (“Pathway”), a leader in private markets investing. This collaboration introduces a private investment access platform and an innovative approach to co-investments tailored for the wealth management channel, helping broaden the access to private markets for Registered Investment Advisors (RIAs) and their high-net-worth clients.
The Proteus platform enables RIAs to access certain Pathway-advised funds, as well as allocations in secondary and co-investment deals obtained by Pathway. There is also the potential for RIA firms to participate in select individual co-investment opportunities through a streamlined and integrated platform.
Pathway is a global authority in crafting customized private market solutions for institutional investors. Through this collaboration with Proteus, advisors can leverage Pathway’s 30+ years of experience, expertise and relationships to access unique investment opportunities for their high-net-worth clients. On the Proteus platform, Pathway will initially focus primarily on private equity strategies encompassing secondary and co- investments.
Ramp
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to collaborate with leading financial operations platform, Ramp, on a new solution that helps businesses earn more on their operating cash. The solution, which is called the Ramp Investment Account, is part of Ramp’s new Treasury offering and is designed to give businesses a simple way to invest their extra cash in high-yield money market funds.
Ramp’s extensive platform already helps businesses manage their spending across corporate cards, expenses, bill payments, travel, procurement, and more. Now, by working with Apex as their brokerage firm, Ramp allows businesses to invest excess cash in a yield-forward Apex investment account from directly within the Ramp platform.
To start, customers will be able to invest in the Invesco Premier U.S. Government Money portfolio, a fund that invests in short-term, high-credit-quality money market instruments. The service is designed for simplification of use, so businesses can move their extra cash into an investment account with just a few clicks.
RISR
RISR, the first comprehensive business owner engagement platform for financial advisors, today announced its partnership with Wealthcare Capital Management (Wealthcare), a technology-enabled registered investment advisor (RIA) with more than $8 billion in assets under management (AUM), that supports independent financial advisors. Through this union, Wealthcare advisors have access to a more in-depth look at the needs of their business owner clients and are better equipped to support their advisor-client relationships.
Business owners have faced a relentless series of economic challenges over the past several years. First, the pandemic disrupted daily operations, causing significant labor shortages. Then, just as the economy started to rebound, inflation and rising interest rates left many business owners feeling the impact on a deeper level–tainting their outlook for the future. These ongoing pressures, among other factors, contributed to a sense of pessimism, resulting in paused succession planning and retirement preparations for many, which has in turn caused pent up demand.
But failure to plan for the future comes with its own set of consequences. Advisors can no longer treat the business like any other asset on the balance sheet of an owner. Being equipped with the tools and technology to help them navigate succession planning is critical as owners start to think about what’s next.
Savvy Wealth
Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes David Weiner as chief growth officer. Weiner will lead recruitment and continued expansion of Savvy Wealth’s registered investment advisor (“RIA”) affiliate Savvy Advisors (“Savvy”).
This strategic hire follows a strong year of growth in 2024, during which Savvy quadrupled assets under management (“AUM”) and more than tripled advisor headcount. In his new role, Weiner will focus on bringing experienced, independent advisors and advisory teams onto the Savvy Wealth platform.
Weiner brings more than two decades of experience in sales, growth and marketing leadership roles across the startup and SaaS sectors, including positions at Compass, David Energy, Electric and Tekmetric. Throughout his career, he has proven his ability to guide companies through key thresholds of growth and achieve scalability across multiple industries.
SEI
SEI® (NASDAQ:SEIC) today announced the expansion of its strategic partnerships with the additions of Nifty, Jump, and TIFIN Wealth. Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools.
Available to clients at a discounted rate, SEI’s advisor services help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include:
Jump, which allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience by putting notes and tasks on AI autopilot. Nifty Advisor Support, whichrovides registered investment advisors (RIAs) with tailored digital marketing, client servicing, and financial planning solutions. Nifty’s flexible services—available on both ongoing and project-based models—enable RIAs to streamline operations, help with compliance, and focus on delivering exceptional client experiences, while helping businesses scale efficiently and reduce decision fatigue and administrative burdens. TIFIN Wealth, which delivers a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor’s client view through a simple goals-based planning and financial personality assessment.
Stackwell
Student Freedom Initiative (SFI), a national nonprofit working to reduce the wealth gap through the lens of education, is proud to announce the expansion of the Student Investment Program (SIP) in partnership with Stackwell, a leading fintech platform dedicated to closing the wealth gap for underrepresented investors.
In this second cohort of the SIP, the program will provide up to 600 students with up to $1,000 each to start their investment journeys. In addition to funding to help them invest, the program provides comprehensive financial education to help students build long-term financial skills and confidence.
This expansion is made possible due to new philanthropic grants from The Prudential Foundation, The Institute for Consumer Money Management, and other philanthropic sponsors totaling $1.65M of funding for the program. This groundbreaking initiative is aimed at helping students attending Minority Serving Institutions, including Historically Black Colleges and Universities (HBCUs), within SFI’s network. The program will provide opportunities for students to gain critical financial education and investment skills, empowering them to overcome traditional barriers to investing and build a foundation for long-term financial security.
Syntax Data
Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index creation platform. The collaboration empowers financial advisors to customize major industry benchmarks to meet the specific needs and preferences of clients across mass affluent market segment.
According to Boston Consulting Group1, direct indexing is among the fastest growing segments of the wealth management industry, with assets under management growing from roughly $100 billion in 2015 to more than $615 billion today. Syntax Direct’s personalized approach enables advisors to tailor portfolios to the objectives and preferences of individual clients. To date, direct indexing has been constrained by a one-size-fits-all approach.
The integration of FTSE Russell indices into the Syntax Direct platform enables advisors to leverage major recognized benchmarks as a foundation for creating custom indices that focus on key performance drivers, such as quantitative and fundamental factors, as well as emerging investment themes. The Syntax Direct platform provides advisors with the ability to tailor personalized portfolios at scale, allowing them to serve more clients at a reduced cost.
Wedbush Securities
Wedbush Securities, a leading financial services and investment firm, is proud to announce the launch of fast and efficient services for easy-to-borrow, locates and hard-to-borrow securities. This service is designed to allow our correspondents to conduct their short-selling activity more efficiently. Wedbush offers a comprehensive solution for broker-dealer correspondents to support their business needs.
Wedbush’s state-of-the-art, fully automated locate system enables correspondents to secure locates via API in real time before executing short-sale orders. Built with cutting-edge technology, the system leverages deep inventory from some of the world’s largest lenders, providing quick and seamless access to secure locates in a fast-paced market. Clients can submit locate requests using either the API or an online portal, with real-time fulfillment visibility.
