Wealth management and advisory firms struggled to file FinCEN Beneficial Ownership reports quickly and accurately. Legacy tools offered little clarity, forcing teams to juggle multiple systems and risk incurring steep fines under the new CTA regulations.
Most teams are shipping great features, only to watch users bounce before they reach them. We fix that. In 12 weeks, we redesign the moments that matter, so users get value faster, adoption sticks, and your growth isn't capped by friction.
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