Professional Services
Modern financial services apps, audit-ready by default
Client portals, KYC, ops workflows, and compliance — without the per-product SaaS bill.
Operating group
Professional Services
Mapped workflows
05
Data foundation
Owned on Path
Start with the core record
Unify the work that matters first
01 / On Path
Client portal
02 / On Path
KYC / onboarding
03 / On Path
Ops workflows
The reality
What we hear
- 01KYC and onboarding split across vendors and PDFs
- 02Client portals that look the same across every firm
- 03Compliance evidence scattered across SharePoint and email
Workflows
One record, every workflow
01
Client portal
02
KYC / onboarding
03
Ops workflows
04
Compliance evidence
05
Reporting
Adjacent
Also in professional services
Private Equity
Connect portfolio reporting, operating plans, and value-creation work in one system.
Family Offices & Investors
Oversee diversified holdings from a single source of truth.
Executive Search & Recruiting
Run searches, candidate pipelines, and client reporting from one source of truth.
Insurance Agencies
Connect submissions, renewals, servicing, and producer workflows around each account.
Professional Services
Centralize project, resource, and financial management into a single system for project-based work.
Own the system behind Financial Services
Unify your operational data and build every workflow on a foundation you control.