Direct answer
Yes. The Cognis Wealth Platform™ aggregates public market core portfolios, alternative private market assets, practice-level 401(k)/403(b) plans, and estate structures into a single secure interface.
Yes. The platform provides a complete view of Total Household Wealth Management. It aggregates public market core portfolios, alternative private market assets, practice-level 401(k)/403(b) plans, and multi-generational estate structures into a single secure interface.
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