Workflow Automation
Reduce administrative and repetitive tasks.
Better workflow
Simplify your work by reducing administrative tasks
Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients.
Integrations
One click exports to your CRM and financial planning tool
We invest heavily in integrations that allow you to easily export client data. Once you start an export, we give you feedback on the transfer. And if anything goes wrong, we let you know right away.
Engagements
Pre-filled engagements that save your clients time
We keep your client’s profile up-to-date with their latest information so that when you engage them in the future, their data is already there.
Pipelines
Automate your client’s journey
Your clients. Your methods. Your workflow. We want our tool to work for you and not the other way around.
We’ve built a customizable pipeline that allows you to establish what events trigger what actions so that you can be in complete control of your client’s journey.