Wealth Management
Give your advisors a single process to follow and transform your sales, compliance, and client experience.Request a demo
Boost sales with a models-based approach that aligns your client's portfolio with their investment objectives.
Integrate with SalesForce to enrich your CRM with investment proposal, product selection, and compliance data.
An intuitive builder makes it easy to create client-friendly proposals and ensure brand consistency.
Redefine the
proposal processEnable advisors with a simple way to save time, sell more, reduce compliance risk, and improve customer experience.
proposal processEnable advisors with a simple way to save time, sell more, reduce compliance risk, and improve customer experience.
Unlock more client facing time
Increase efficiencies across your enterprise with a user-friendly proposal process. Advisors can compare products and build proposals in as little as 3 minutes, spending less time on admin and more time closing deals.
Automate and record compliance
Record KYC, KYP, and Suitability activities automatically with built-in compliance checkpoints. Integrate with your CRM to automate data entry into existing contacts and identify errors quickly using dashboards.
Modernize the client experience
Cloud-based proposals allow advisors and clients to interact in person, online, and on the go. Accessible at the click of a link, clients can view comprehensive financial advice supported by dynamic graphs, charts, and explanations.
Protect critical identity data with end-to-end protection.
Offer easy access to a consistent inventory of the latest, firm-built model portfolios to select and present to clients against their investment objectives. Manage model portfolios through the Admin console and automatically push changes in inventory to advisor accounts.
