Know your customers values, priorities, and the world they wish to see, alongside traditional KYC activities.
Use premium features of our platform and impress your clients by providing them access to a diverse range of high impact projects aligned to their values.
Give your clients an overview of their giving activities, including transactions, projects, and areas of impact, reflecting how their giving contributes positively to societal and environmental change.
Our reporting makes it easy for you to share with your clients the performance of their impact portfolio alongside industry trends and insights.
Our tech solution serves modular and end-to-end objectives of Wealth Advisors & Family Offices and their flow of activities.
Our intuitive dashboards deliver a best in class experience for you and your clients
Connect and build relationships with your clients, and the causes they wish to support
automatic matching and smart algorithms back your advice with the latest tech
Our technology and services are delivered by professionals with years of experience in the philanthropy sector