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Easy to use, integrated pre-trade onboarding platform for the exchange of data and documents between asset managers, brokers, custodians, 3rd party administrators, and clients. We are an experienced financial team who created a streamlined FinTech/RegTech communication platform to speed processes in order to help our clients achieve revenue faster.

Gabino M. Roche
CEO & Founder
Gabino M. Roche
Stephen G. Roche
President & Co-Founder
Ishaq Khwaja
Chief Product Officer
Joselyn Cruz
General Counsel
Michael Brandi
Chief Information Officer
Max Lamb
Head of EMEA
Eli Ungar
Head of Finance and Operations
Michael Callison
Senior Product Manager
Mike Patulo
Senior Customer Success Manager
Sebastian Soto
Product Manager

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