Seamless Integration with the Tools You Trust
Product
Designed for Financial Advisors, Built for Success
Discover the tools, insights, and support you need to deliver exceptional value to your clients
Client-Centric Solutions
Manage client relationships with ease using advanced tracking, health scores and personalized insights
Streamlined Task Management
Stay organized with automated reminders, task assignments, and smart alerts
Seamless Integrations
Connect your favorite tools, from CRMs to financial planning software, for a unified workflow
Custom Reporting
Generate insightful reports tailored to your clients’ financial needs and objectives
Features
Boost client relations and drive impactful results
Explore features that streamline workflows, strengthen client connections, and deliver measurable success
AI Insights
Real-Time Metrics for Proactive Advisory
We analyze key parameters like engagement, task completion, and response times to deliver real-time relationship health scores. These AI-driven insights help you assess client relationships, identify areas for improvement, and take proactive steps to strengthen connections and deliver outstanding service
Smart Actions
AI-Assisted Client Communication Made Effortless
With AI-assisted drafts, advisors can quickly send personalized emails to clients with just one click. These drafts are pre-filled with relevant insights and recommendations, such as tax strategies and financial updates, tailored to each client’s needs. Advisors can review, make adjustments, and deliver professional communications efficiently, ensuring accuracy and timeliness while saving valuable time
Life Milestones
Probabilistic Life Events
We simulate key life milestones using our AI models, providing actionable recommendations tailored to client’s unique circumstances. By anticipating critical financial events, such as education expenses, career advancements, or major purchases, our platform enables advisors to proactively guide clients through important decisions with confidence, accuracy, and precision
Why Choose Us?
The Numbers Speak for Themselves
Our multi-agents turn these insights into action, solving key challenges and enhancing client management
A study by Salesforce found that 75% of financial advisors who use CRM systems saw an increase in client satisfaction and profit
Salesforce
Major life events significantly impact financial well-being, underscoring the need for advisors to assist clients during these transitions.
Wells Fargo
Client note-taking with is expected to save approximately 30 minutes of work for every meeting, significantly reducing the time advisors spend on tasks.
Morgan Stanley
FAQ
Find answers to the most common questions about the platform
What is this platform designed for?
This platform is specifically designed to help financial advisors streamline workflows, enhance client relationships, and achieve better results.
Can I integrate it with my existing tools?
Yes, our platform seamlessly integrates with popular tools like Salesforce, Redtail, HubSpot, and more.
Is my data secure?
Absolutely. We use advanced encryption and secure storage to protect all your sensitive client information.
Do you offer a free trial?
Yes, we provide a free trial so you can explore the platform and its features before committing.
How easy is it to set up?
Our platform is intuitive and user-friendly, with a step-by-step onboarding process to get you started quickly.
What kind of support is available?
We offer 24/7 support via chat, email, and phone to ensure you have assistance whenever you need it.
What are the pricing plans?
Our plans are designed to fit advisors of all sizes, from individuals to large firms. Visit our pricing page for details.
Ready to Elevate Your Advisory Practice?
Take the next step in transforming client relationships and achieving outstanding results