Niche asset management Target ClaraPHI for expanded responsible asset management services and advisory capabilities, highlighting their focus on lowering costs and providing world‑class tools to investors and advisors.

Small to mid market Sell scalable tech and compliance solutions tailored to a smaller advisory firm with 11-50 employees, emphasizing cost efficiency, robust governance, and seamless integration with existing platforms.

Strategic partnerships Leverage existing partner activity like Dynamic Advisor Solutions to propose expanded due diligence services, alternative investment portfolios, and white‑label or co‑managed offerings for high‑net‑worth client segments.

Asset‑class expansion Position products around fund and ETF strategies already appearing in their activity (high yield corporate bonds, buy‑write strategies, and healthcare/biotech exposure) to broaden their investment universe and diversification capabilities.

Tech and compliance fit Highlight compatibility with their current tech stack and emphasize scalable, compliant workflow automation, reporting, and client communications to reduce manual effort and support growth.