Make the total value of your
work greater than the sum
of the individual parts
Make it easy to ensure every client receives the right level of service through powerful service monitor features that automates tasks, all the way from standard onboarding procedures to complex workflows.
Visualize data across your firm with dashboards that aggregate data and efforts to provide value insights.
Leverage our powerful workflow templates, built on years of advisor feedback and usage, or work with us directly to create new workflows unique to your business.
Get a high-level view of all workflows in your system and easily drill down to see the progress of any one workflow and its individual action steps.
Automates tasks, from standard onboarding procedures to complex workflows, making it easy to ensure every client receives the right level of service based on various client needs, including frequency.
Track exactly what you are doing for clients and easily monitor costs of services rendered. Even benefit from built-in compliance support as all interactions and topics covered can be captured within our CRM.
Our CRM aggregates all of your data and efforts to provide valuable business intelligence dashboards and reporting capabilities, allowing you to to quickly visualize data across your firm with convenient pre-defined charts, organized based on opportunities, account objective, employee actions and AUM by advisor, among other layouts.