Empower your advisors with the tools to build relationships and retain more clients
1. Clients are changing. Retaining assets across generations is getting more difficult. Plus, more options are now available for digitally savvy investors.
2. Tedious access to data. The data they need is often spread across multiple systems. It’s often difficult to manage and access up-to-date information
How will it help advisors?
We strongly believe that empowering advisors with a solution to build meaningful relationships and retain more clients is a game changer.
Deliver a more personalized and “humanized” experience to increase retention by unifying all customer data in one place and track your clients’ households as they grow and change.
Facilitate the onboarding process to eliminate manual processes and ensure KYC compliance. Increase relationship building to have a complete view of client information which leads to more meaningful conversations
