PRECISE FINANCIAL PROFILES THROUGH TARGETED DATA GATHERING
We believe in empowering human fiduciaries through deeper client engagement
and a more holistic understanding of clients' wants, needs, and desires.
How It Works:
1. Select a client form
We provide you with a library of professional-looking client forms that can be easily customized to fit your firm's needs. Add to your personal library by creating your own stunning forms within minutes.
2. Send a form to your client
Invite clients and prospects to complete your forms online. Clients can immediately get to work and submit their data to you.
3. Receive and review the completed form
Receive an alert when your client submits his information. Now you can collaboratively review the data with your client either from across the table or across the globe.
4. Share client data with other applications
Send client data to your other applications (financial planning, CRM, etc.) instantly. No more manual data entry. No more errors.
5. Circle back for a hassle-free yearly review
Send the same form or a different form to the same client in preparation for your yearly review. The form is pre-populated with data that was previously provided, so there is less work for your client.
- Dashboard with recent statistics and activity
- Searchable list of clients and prospects
- Call your clients and prospects with one swipe
- Email your clients and prospects with one swipe
- Access up-to-date profiles of your clients and prospects
- Ability to add and remove co-clients
- Ability to manage client and prospect form access
- Send forms to one or several clients and prospects
- Searchable list of "live" forms
- Ability to preview "live" forms
- Ability to close or resend "live" forms
- Ability to generate and download custom reports
- Create and manage opportunities
- Edit user profile