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Meet the team

Ever wonder what it takes to be a product superhero? Meet the team and learn how they build our product.
Nikki Bhatia
Sr. Product Manager
Lead Security Engineer

Security First

Learn about our Security First approach and how we protect you and your clients
Krati Kiyawat
Lead Security Engineer
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Our guide to partnerships

Learn how our approach to partnerships and integrations can add value to your business!
Raveena Kokal
Product Manager
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Built for advisors: a dashboard for tracking and more

We’re making it easier to track funding requests so you can stay on top of your clients’ activities
Anam Mazhar
Product Manager
Hi, I'm Marlo!

Compliance has your back — even when it feels like they don’t!

Marlo Kravetsky
General Counsel & Chief Risk Officer
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Product x Advisor Success

Hear directly from Ryan Rego on the Advisor Success team about how we collaborate to build product!
Paige Moult
Product Manager
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Welcome Michael Deen to the product team!

Meet Michael Deen — Sr. Product Manager at PAS
Nikki Bhatia
Sr. Product Manager
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A day in the life

Get a glimpse of our visionary future in action
Paige Moult
Product Manager
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Our product vision

Find out how we plan to bring you all the tools you need to empower your client relationships
Paige Moult
Product Manager
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Welcome to product @ purpose!

Join us on our mission to make our product roadmap public!
Paige Moult
Product Manager
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Onboarding

Onboarding is a client's first impression. See what is currently in development and learn about the future of onboarding.
Nikki Bhatia
Sr. Product Manager
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Funding

Read this article to learn about enhancements to deposits, withdrawals, and more!
Anam Mazhar
Product Manager
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Investor tools

Investors want more access — see our plans to enhance the investor experience
Raveena Kokal
Product Manager
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Join our early adopter program

Help shape and build our product by joining our early adopter program!
Paige Moult
Product Manager
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Our feedback loop

Learn about our feedback process and how you can be involved!
Anam Mazhar
Product Manager
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Our roadmap

Learn about our roadmap and development process
Paige Moult
Product Manager