Access your history of fee arrangements and negotiations at your fingertips, so you can easily repeat and standardize fee structures.
Implement automated approval, permissions, and payment processes, ensuring proper oversight and consistent execution so you get paid on time, every time.
Create bespoke business lines with fee structures based on transaction value, moving beyond AUM-based compensation.
Deliver a premium client experience, from first contact to final close.
Give your clients white-glove service with expert support at every step of their transaction.
Empower clients with instant access to their complete transaction history, documents, and reports in one secure location.
Streamline every interaction through a single, secure platform that handles the entire workflow.
Our scalable and flexible platform executes complex transactions for you.
Our patented BITE® platform is built on blockchain-based technology that can scale as you add clients and increase your engagement in primary offerings and secondaries.
Integration with trading, HR, and reporting systems allows for seamless adaptation as business demands grow.
