Investors, advisers, paraplanners, referral partners, dealer groups and your backoffice team all enter through a single identity layer — SSO with MFA — then land in the right channel: native apps, white-labelled member and adviser portals, or scoped access for AI agents and partner systems.
Every journey begins at the identity layer. StreamlineID issues MFA-backed sessions and maps each user to the right role, hierarchy and data scope before any portal loads.
Single sign-on with multi-factor, operated by StreamlineID. One credential set spanning apps, portals and every integration point.
Your product marketing front, owned by the institution — the top of funnel that hands warm members into the portal.
AI agents and partner systems can be granted scoped access to run applications, KYC review and servicing tasks — under the same identity guardrails as a human user.
Access mirrors the real distribution chain. Delegated access, licensee oversight and affiliate relationships are first-class — not bolt-ons.
Native, distributed via the App Store.
Native, distributed via Google Play.
White-labelled web home for investors — vault, reports, applications.
Multi-hierarchy workspace for advisers, paraplanners and dealer groups.
An AI copilot, a referral partner's system, or a backoffice automation can be given access on the same terms as a human — same sign-on, same multi-factor, same role scoping. Capability without a separate, less secure way in.
StreamlineID ✕