Advisors

Built-in valuation tools speed your analysis and save you time

• Multiple valuation tools quickly set expectations 
• Guided workflow and process automation speed time to close 
• Standardized methods give high confidence in valuation 

Enhanced capital transaction capability reduces time and cost

• Online workflow manager frees advisor from managing deal minutiae 
• Data integration and proprietary templates speed communications 
• Secure encryption ensures data can be saved in one place 

Standardized package makes it easy to securely shop the deal

• A pre-vetted marketplace expands your options 
• Funding tools put you in the best negotiating position 
• Invitation-only sharing controls who sees your sensitive information