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 template
We provide you with a library of professional-looking templates that can be easily customized to fit your firm's needs. Add to your personal library by creating your own stunning templates within minutes.
2. Engage your clients
Invite clients and prospects to complete your templates online. Clients can immediately get to work and submit their data to you.
3. Receive and review the completed engagement
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 engagement or a different one to the same client in preparation for your yearly review. The engagement is pre-populated with data that was previously provided, so there is less work for your client.
- Dashboard with Client and Prospect accounts segmented by pipeline
- Searchable list of Client and Prospect accounts
- Account details view with access to pipeline, data quality, engagements and timeline
- Searchable list of Engagements
- Engagement details view with access to statistics, uploaded documents and revisions
- Ability to engage one or several Client and Prospect accounts
- Ability to manage the security pin of Clients and Prospects
- Ability to preview engagements
- Ability to close or resend engagements