The automated,
independent wealth and
strategy planning platform for

financial advisors.

individuals.

financial advisors.

individuals.

See how, What best describes you?

Individual
Advisor
3

Bringing investments out of the dark & into the light.

A cloud based workflow system. Consolidated, concise and simple to use.

Everything managed and maintained in one place.

Retirement
Portfolios
Wealth Plan
Investments
Assets
Budget
Dashboards
Compliance
Will
Croak File
Risk Insights
Liabilities
See Pricing and Features

Made for the individual

Provides insights to enable independence and confidence to engage with any advisor.

See how

For advisors and wealth planners

Technology is used to create an efficient bridge and workflow to enhance the client – advisor interaction.

See how

“Bringing Investments out of the dark and into the light.“

KARL NATHANSON – Founder of D2L SystemS

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Do you still have questions? We would be happy to hear from you

Bringing investments out of the dark & into the light.