Tools of the Trade
Open accounts and add new clients in as little as 5 minutes with absolutely no paper and straight through processing to the book of records. Your entire onboarding process made digital.
In one view, monitor key business metrics and be notified of suggested actions to move your prospects to clients.
Our smart intuitive A.I. allows your firm and your advisors to recognize and pro-actively engage with your clients based on what matters most to them.
Improve Client Engagement and Experience
Build stronger relationships with clients by engaging with them on the things that matter most. Clients can review their progress against goals, communicate with their Advisor (if applicable) and make changes through a modern, transparent and simple to use portal that provides information they want when they want it.
Increase Advisor Capacity
The My Day Overview gives you a holistic view of your client’s activity, including where they are within the onboarding process. Get the full picture of your practice using the right tools made to help you efficiently serve your clients and proactively prepare for their next steps.
Reduce Operational Costs and Risks
Digitize your current current business processes and requirements to significantly reduce custodial errors, account opening times and operational costs. Maintain a digital record of all transactions, communications and documents to ensure compliance
Here’s what you and your firm get…
|Digital onboarding – our seamless end to end solution allows you to digitally oversee the onboarding process from start to finish.|
|Client overviews and corresponding account information is presented in a complete holistic view.|
|A complete overview of all the actions that your firm must take to move prospects to clients or proactively interact with existing clients.|
|Send your clients notifications directly from the interface. Everything you need from sending notifications to seeing client overviews are a click away.|