Build Modern Philanthropy Into Your Wealth Platform
Phil embeds donor-advised funds and foundation accounts directly into your wealth platform—no separate portals, no legacy systems, no friction.
Attract and Retain High-Value Clients
Grow AUM 2%+ with Charitable Assets
Prevent asset and client churn to competitor.
Better Serve HNW and UHNW Families
Enhance your offering to fulfill the needs of wealthy families and engage heirs.
Complete the Customer Lifecycle
Save, invest, and give—all on your platform.
"After giving from my DAF at Fidelity, you have no sense that something actually happened. It’s very frustrating."
— Board Member, Fortune 100 Company
A Complete Philanthropic Solution Embedded Within Your Platform
Pre-built UI Components
Embed grant forms, gifting tools, and dashboards instantly.
Robust REST API
Real-time data sync, transaction history, status updates
White-labeled Donor Portal
Optional custom-branded, standalone experience with SSO
Built for Financial Institutions
Private Banks & Wealth Desks
Digital Wealth Platforms
RIAs & Family Offices
Whether you're building from scratch or upgrading legacy systems, we work with you to offer charitable giving as seamlessly as any brokerage or cash account.
Seamless Client Experience
Schedule a Demo
Let’s modernize giving for your clients.
Contact us to explore a personalized walkthrough of our platform and integration process.