Vastly Improve Productivity with Automated Worfklows Leverage comprehensive data to increase advisor situational awareness and prioritize higher-value client actions. Supercharge productivity and connect your preferred advice tools.
Get Started All the Features You Need Correct and complete CRM details automatically
Get Started
Fact Gathering
Doc Configuration
ID Verification
Document Vault
DocuSign / Adobe Sign
Onespan Sign
Account Performance
Account funding / opening
Trades / Tranfers
Document Vault
Statements
Tax Slips
Model Portfolios
Portfolio Rebalancing
Client Records
Messaging
Notes
Wealthbox / Salesforce
Redtail / Orion
Annual Risk Questionnaire
Model Portfolios
Suitability Detection
Avisowealth
National Bank
Global Asset Management
Interactive Brokers
CIBC
RBC Royal Bank
MFA / SSO
SOC2 / GDPR
Outcomes
Revenue Opportunities
Receive real-time notifications so advisors take effective and timely action in order to increase revenue opportunities.
Uninvested assets detected Space in retirement savings account Child without education savings plan Book Demo
Financial Wellness
Take action to increase client financial wellness.
Track wellness indicators Identify lowest / highest wellness scores Take corrective action Book Demo
Compliance and Risk
Take action on significant events to enhance KYC and improve suitability.
Risk questionnaire outstanding Portfolio does not match suitability RMD timing missed Book Demo
Productivity
Fine tune the productivity process to improve efficiency, reduce human errors and remove the extensive need for manual data input.
Send and sign form Revised incorrectly filled out form Deposit, withdrawal, trade Book Demo Keep up with your clients with Enable
A Flexible and Embeddable Framework Standalone Advisor UX Get started quickly with our turnkey, single-page app
Embedded Components Use micro front-ends into your existing client and advisor UX
APIs Leverage client data and operation tools to build your own experience or integrate quickly
