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Technology Platform for Financial Institutions

The first commercially viable platform that is custodian-agnostic and designed to solve the problem of running the business of financial institutions.

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Unified Business Platform

Our UniFi Core and modular platforms allow you to create customized experiences for clients and employees that augment your internal processes and allow for scale.

Adviser View

Analyze & visualize your entire business instantly.

Easily create customized, branded reports for clients in minutes.

View investments across custodial accounts to provide data driven financial plans and advice.

One singular experience for all your needs.

client View

A complete aggregate view of all of your clients assets all in one place.

Consolidated performance reporting on equities and alternatives.

Deliver a customized experience your clients will love.

Clients have encrypted access to their financial information anytime and anywhere.

support View

Seamlessly integrated workflows with ready to-go integrations

Instant access to client assets and history

Correspondence tracking

Omni-channel support

Compliance View

Automated KYC and operational alerts

Automated data aggregation and verification

Proposal management

Cash management

Automated reminders and task creation for resolutions

Acceleration Cloud™

Integrated Management Approach

AccelerationCloud™ integrates multiple service components of banking, trust, and wealth management into one holistic process to deliver financial products with little to no code and the ability to get to market fast.

FTA Platform



Increase Top and
Bottom Line

Use in parallel to your existing core or move to our modern, cloud based cores

A complete end-to-end digital banking solution that accelerates innovation, reduces market risk, and continuously enhances the customer experience.

Explore Our Flexible Platform

We’ve put a lot of work into creating a design framework that delivers a beautiful and functional product. With FTA, you can partner with virtually any third party to differentiate your FI by plugging into their technology directly through Acceleration Cloud™

The FTA Workspace

The FTA Workspace is an integrated, firm-focused approach with a robust data warehouse and a single data source as its hub, providing a single location from which advisers can manage their clients and develop their business. The FTA Workspace offers curated capabilities that will allow you to customize your portal for your specific needs:

Prebuilt capabilities for wealth management

Automated administrative and back-office functions

High touch relationship management

Customized CRM

Open API to enable integration with the various applications

Financial advice, compliance, and relationship management

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Begin Your Journey Today

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1601 Elm Street, Ste 4310 Dallas, TX 75201
(214) 624-1007

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