The client portal that drives efficiency and simultaneously elevates client and advisor experience.
Streamline workflows
All Dash-initiated actions can be detected, retrieved and addressed in Prioritize.
Increase engagement
Automate prompts and streamline marketing campaigns inside Dash.
Improve communication
Enable clients to select among different topics and initiate conversations.
Friendly interface
Give your clients an easy way to be more immersed in their financial journey.
Built-in transactions
Enable clients to initiate or schedule deposits, withdrawals, and transfers with ease.
Financial goals
Your clients will now be able to create, track and contribute toward specific financial goals.
Embedded content
Post articles and documents that keep your clients informed and engaged.
Laser-focused on elevating advice-led financial services.
Bring intelligence to your enterprise and unlock a new level of service that engages and performs.
“I constantly receive positive feedback from my clients. My role as a Portfolio Manager has been greatly enhanced thanks to Responsive and their incredible platform. ”
