Total AUM
$1,042,855,588
As of 03/25/2026
Revenue YTD
$4,812,340
As of 03/25/2026
Billable 91.4%
Non-Bill. 8.6%
Top Advisors
M. Chen
$142.3M
S. Williams
$128.7M
A. Patel
$114.2M
K. Morrison
$98.6M
J. Richardson
$87.4M
FIW
Dashboard
Investments
Clients
Workflows
Navigator AI
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Investment Solutions
Manage models, sleeves, and alternatives across all providers.
Launch Trade Center
$1.04B
Total Invested
2,847
Models
6
Providers
+5.8%
Avg YTD
SMArtX
842
Invested
$412.8M
YTD
+6.2%
Marketplace
486
Invested
$398.2M
YTD
+8.1%
CAIS
312
Invested
$89.4M
YTD
+7.4%
Flourish
409
Invested
$42.8M
YTD
+4.7%
Pontera
281
Invested
$69.0M
YTD
+5.3%
Annuities
517
Contracts
517
YTD
+3.9%
Close
Model
YTD
QTD
Sharpe
AUM
Rebalance Selected
Export CSV
Compliance Check
Notify Advisors
SMArtX Connection
Status
Connected
Sync
Automated
Sleeves
842
Security
SOC 2
Active Workflows
Drift Alert > Notify Advisor
Active
New Model > Compliance Review
Active
Rebalance > Client Report
Active
AUM Change > Update CRM
Active
2,847
Models
130+
Integrations
Performance Trend
Q1
Q2
Q3
Q4