One platform. Configured for your organization.
Deploy TheGonch as the standard platform or as a firm-branded environment, with organizational roles and tenant boundaries built into the underlying system.
Same platform underneath. The firm chooses what advisors see on top.
Both options run the same application on the same release train. Firm branding and domains are set up by TheGonch; a branded deployment does not create a separate product to maintain.
TheGonch identity, your organization inside it.
The firm’s identity on the same platform.
The firm’s hierarchy is the platform’s hierarchy.
A firm contains teams; teams contain advisors; managers oversee the teams they manage. Advisors work in their own practice, and managers read their teams’ operating data.
Access follows the structure. It is enforced in the database, not only in the interface.
Scoped to the organization.
Pricing is determined by the size and scope of the firm and confirmed as part of the deployment process. There is no per-advisor seat price and no self-serve tier.
Six steps, run with the firm.
Deployments are handled by the team that built the platform. The technical review step is available whenever the firm’s compliance, technology or security function requires it.
Discuss a deployment.
Tell us about the organization. We will walk through the platform with your structure on screen and confirm scope and pricing from there.