Works alongside
Keep your back office. Add the team layer.
Most distribution firms already use a platform for transactions, RTA data and statements — their broker's system or a back-office platform. Spire doesn't ask you to replace it. It runs the part those tools don't: your team's day.
Who does what
Your back-office platform
- Transactions and order placement
- RTA feeds and reconciliation
- Brokerage and commission statements
- Investor login and statements
Spire
- Leads, follow-ups and the sales pipeline
- Review scheduling and coverage across RMs
- Client requests between RMs and back office
- Wealth Story reports and AI-drafted notes
- What each RM needs to do today
Getting your data in
- Import your client and family list from a spreadsheet export.
- Upload a client's consolidated account statement (CAS) or your broker's holdings and transaction exports to build their portfolio and Wealth Story.
- Add leads by hand, by import, or by dictating a note to Spire Saathi.
No feeds to configure and no ARN change. You can be live the same day, and your back office keeps working exactly as it does today.
Talk to us
Tell us which platform you use today and we'll show you how Spire fits around it.