Affinity - The Operational Platform for Savvy Advisors.

An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!

One central portal to quickly find all client, prospect and 3rd party information.

Affinity is the hub for all Advisor data that turns disparate data into Business Insight. It creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.

Affinity centralizes all data sources in a single, aggregated Wealth Advisor portal

and then proactively delivers the information you need via CRM, Client & Mgmt Reporting, & Advisor Dashboards.

Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!