Documentation Site Updates

Documentation Site Updates

New

  • Admin impersonate user—view the site exactly as any prospect, client, or consultant sees it, with a purple banner and one-click exit back to admin

Improved

  • Expanded prospect access to include How It Works architecture pages, Console use-case guides, Network overview and use-case pages, and support resources

  • Network use-case pages (broker-dealer, TAMP, large RIA, IMO/FMO, private equity) moved from admin-only to prospect-visible for sales enablement

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.