We design cutting-edge solutions that power the world’s most complex portfolios. Our products pave the way for smarter investment decisions and operational excellence.



We launched a suite of new products with robust features and capabilities.
We grew our design team to more than 35 people across 5 timezones.
We scaled our platform to support over $7T of assets across the world.


We’re a diverse and collaborative team with different skills and strengths that highlight each other. Together, we craft innovative experiences that simplify the complex and create impact at scale.

Bristol, United Kingdom
Sr. Product Designer

Ontario, Canada
Product Design Manager

New Jersey
Principal Product Designer

San Diego, CA
Manager, Product Design

San Francisco, CA
Sr. UX Researcher

New York, NY
Sr. Product Designer

Raleigh, NC
Director, Content Design

Oakbank, Manitoba, Canada
Director, Product Design

Littleton, CO
Manager, Content Design

San Francisco, California
Staff Product Designer

New York, NY
Product Designer II

Toronto, Ontario, Canada
Sr. Product Designer II

Thousand Oaks, CA
Sr. Content Designer II

Ontario, Canada
Sr. Content Designer II

Denver, CO
Sr. UX Researcher II

Boston, MA
Sr. Product Designer

Brooklyn, New York
Staff Content Designer

Arlington, VA
VP, Head of User Experience & Design

New York, NY
Sr. Manager, Design Systems

Irvine, California
Sr. Product Designer

California
Sr. Product Designer

Canada
Sr. UX Researcher II

San Mateo, CA
Sr. Program Manager

Brooklyn, NY
Staff Content Designer

Ontario, Canada
Technical Writer II

Chicago, IL
Sr. Product Designer II

Victoria, Canada
Sr. Product Designer

Edison, NJ
Director, User Experience Research

New York, NY
Product Designer II

New York, NY
Product Designer II

Ridgewood, NYC
Sr. Product Designer, Visual Design II

Belfast, Northern Ireland, UK
Sr. Product Designer II

Mountain View, CA
Sr. Product Designer II

Hoboken, NJ
Staff Product Designer, Design Systems

Kelowna, British Columbia, Canada
Technical Writer II

Austin, Texas
Sr. Product Designer II

Saratoga, CA
Director, Product Design
We believe that the more we streamline and scale our clients’ day-to-day activities, the more we’ll transform the industry writ large.
We turn traditionally complicated endeavors into clear, quick tasks.
We craft an ecosystem of products that work exceptionally well together.
We set a new standard for design excellence in finance and data.




We offer long-term opportunities for both individual contributors and people managers.
Our makers and doers. ICs are the driving force behind our design work. They can grow from level 1 to 6 based on their performance and contributions.
Refer to the IC Grid for detailed expectations.
Our managers play a crucial role in guiding and supporting ICs. They can also grow from level 1 to 6 based on their performance and contributions.
Refer to the Manager Grid for detailed expectations.