(Know Your Broker)

Our flagship product helps asset managers and their broker-dealers streamline and automate the information exchange related to best execution and best practices.

(Know Your Customer)

The KYC platform simplifies and expedites the KYC/AML process for investment managers and their brokerage/banking partners using end-to-end encryption technology.

(Sustainable Investing)

The ESG platform helps all entities in the investment management ecosystem better understand, track and improve the KPIs that are critical to a best practice ESG framework.  Plia ESG can be used for both broker and vendors.

(Know Your Data)

This questionnaire will help standardize and expedite alternative data provider onboarding.  It centrally manages the ongoing due diligence process to ensure consistency and to ease the identification of alternative data trends.