Confidante is a cloud-based reporting and planning platform for financial advisers and wealth managers, as well as family offices, private client accountants and fund managers. It pulls together data across a client's investments, including complex private equity and debt holdings, into a single view, and gives the end client their own secure portal to view that data and track their goals directly. It's designed to let advisers spend less time pulling together data and preparing reports, and more time adding value for their own clients.