Better communication means a better experience and better outcomes for you and your clients.
Real-time insight into the status of client action items with a shared to-list
Save time with automated messaging across email, text, and push notifications.
Prioritize your day with an advisor dashboard that aggregates action items across your client-base and highlights clients’ items that require attention
Accelerate action by deploying smart nudge templates and the behavioral insights
Support compliance and reinforce the value you deliver by generating a comprehensive activity record
Attract new clients with cutting edge technology Sixty-three percent of millennials expect to be able to engage with their advisors via mobile apps.* In-app-messaging opens up SEC compliant text messaging without having to add a separate phone number or other cumbersome solutions.
Increase client retention Be your client’s catalyst for action on all the things they should be dealing with throughout the year