Engagement Preview

View and Edit Engagements

Your clients don’t like to work on blank documents and that’s why we let you work on engagements alongside them. Additionally, if you need to print a copy of a completed engagement, you can do that, too.

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Pre-Filled Engagements

Automatic or Manual Pre-Filling

When possible, we pre-fill engagements with the latest client profile data. When engagements do not gather profile data, you can manually fill them in before sending them. That way your clients will open, review, submit and… be done!

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Electronic Signatures

eSIGN / eIDAS Compliant

We support e-signature fields that let your clients electronically sign engagements. Never again will you need to ask your clients to print, sign, scan, and return documents that you need signed. With e-signatures, you can send advisory agreements, letters of authorization, and other advisory-related documents for your clients to sign.

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Engagement Performance

Track Your Client’s Progress

We calculate the time spent and percentage of filled-in fields on each engagement page. This allows you to track your client’s progress and gives you valuable insight on how to tweak your templates to increase their performance.

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Engagement Overview

The Most Important Information, in One Place

Engagements can collect a large amount of data. That’s why we give you access to the most important information, without the need to sift through endless pages. From time spent, to percentage of filled in fields, to uploaded and signed documents, you get what is most important – all in one place.

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Document Upload and Storage

Seamless Document Uploads

There is no need to make separate requests to collect important documents. Your clients can upload them through their engagements, seamlessly. Additionally, if you want your documents in Google Drive, Dropbox or Box.com, we have you covered.

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Report Library

Useful Insights into Your Data

We provide you with reporting templates for the most common situations. From contact information to cash flow and net worth, our reports provide an easy way to view information from all your clients. Reports can be exported to PDF for printing, or to XLS/CSV for further data manipulation.

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Report Editor

Powerful Visual Editor

Customizing report templates and picking what data fields you wish to list is super easy with our report editor. Pick your columns, aggregate complex values, and you’re ready to generate results in a couple of minutes.

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Template Library

A Template For Any Situation and Any Engagement

We provide a large library of templates created by financial professionals that are ready to be used as-is, or customized to your needs. Either way, you’ll find templates covering a multitude of topics that will allow you to engage clients on any topic.

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Template Editor

State of the Art Template Editor

Our template editor allows you to design pages with input fields, images, videos, document uploads and a variety of custom components, all in an easy to use visual way. Advanced tools allow for your templates to adapt to your client’s input by including logic and calculations. And our themes let you customize the look and feel of your templates to match your own branding.

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20+ Different Form and Element Types

Full Flexibility when Designing Custom Templates

We’ve included over 20 different field types and elements. From a simple text field to a complex calculation, you will be able to gather any type of data from your clients. Our elements allow you to enrich your templates with text, images, documents, and even embedded videos.

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PDF Mapper

Automatically Fill Any PDF Document with Your Client’s Data

Our template editor lets you upload any PDF form and connect the fields yourself giving you full flexibility to create your own custodial templates. You can even connect our e-signature elements and have your clients sign the mapped PDF directly from their engagement.

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Customizable Email Messages

Your Clients, Your Messaging

You can customize all email messages sent to your clients on each template or when you are creating a new engagement. You can use macros to personalize the messages to each client and you can disable a specific message if it does not apply.

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High and Low Security

Because Not All Data is Sensitive

Sometimes you want to gather non-sensitive information and there’s no reason to require a client password or security PIN to start with. Low-security templates don’t require authentication and don’t get pre-filled, making them perfect for surveys, contact capture, and lead generation.

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Published Templates

Perfect for Lead Generation

Published templates are a great way to gather new prospects. Just select the publishing options, copy the resulting code, and paste it onto your website. Once that’s done, you can fine-tune your lead generation templates and the changes will be automatically published for you.

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Encryption

Encryption in Transit and at Rest

All of our traffic runs over 256-bit SSL encryption and we encrypt our databases and document storage using an AES-256 implementation. Your passwords and sensitive client data are encrypted once more and stored in a separate storage layer.

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Two Factor Authentication

Extra Security for Your Account

We provide two-factor authentication for user accounts. Once enabled, a security code will be sent via text message to your phone after you input your login credentials. Without it, accessing your account isn’t possible.

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Sensitive Data Encryption

Customizable Security Layer

We can all agree that the social security number is probably the most sensitive piece of data clients entrust us with. That is why we encrypt it using our encrypted fields. You can also create custom encrypted fields for any client information you deem sensitive.

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Automated Workflows

Automate Your Client’s Journey

Built on top of our pipelines, automated workflows allow you to trigger specific actions whenever a certain event occurs. You can move your clients through your pipeline when they complete an engagement, convert a prospect to a client when they sign your service agreement, or engage clients for their yearly review automatically. The possibilities are endless.

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Notifications

Email Alerts that Matter to You

You are in control of what actions trigger email alerts sent to you. Get notified when a client completes an engagement you sent out, or when any client completes an engagement sent out by one of your colleagues. You can toggle notifications on or off at any time.

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User and Team Management

Control Over Your Organization

Controlling who can do what in your account is super easy. We give you role-based, granular control over user permissions and the ability to assign users to different teams. You can create unlimited teams, each with its own list of clients and prospects.

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Dataset Management

Build Your Own Client Profile

The dataset lets you configure the client profile to make it your own. With our dataset editor, you can add or remove entire sections of the profile, move them around, create custom fields, and build a client profile that makes sense for you.

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