Why Us

Committed to making your life easier by delivering the best possible user experience

We begin by providing lead generation tools that help you engage prospects and win new clients. We then automate fact finding and data gathering so onboarding is fast and easy.

But we don’t stop there. You are able to keep client information updated and stay connected year-round to ensure customer loyalty and satisfy compliance requirements. That’s our way of making you better at what you do.

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DO YOU WANT TO GENERATE LEADS FROM YOUR WEBSITE?

With a couple clicks you can easily embed a button, banner or screen bar on your website and link it to marketing content.

There’s no need for a web developer or IT department to link content to your site.

Leads are automatically captured as prospects within the platform so you can get a conversation going instantly – and then stay engaged with clients and prospects year-round.

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WOULD YOU LIKE TO EASILY ONBOARD CLIENTS ONLINE?

Client data is pre-filled from various online sources, meaning less hassle for you and your customers.

Clients are able to enter their information on any device, anywhere at any time.

Data can be electronically transferred between your CRM and countless other software products for seamless data sharing with other applications.

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ARE COMPLIANCES CHALLENGES LIKE THE DOL FIDUCIARY RULE A CONCERN?

Capture and maintain client data in real time to satisfy compliance requirements.

A comprehensive audit trail tracks all changes to client data performed by you, your staff, and your clients.

Clients are able to build and maintain their own Investor Profile to help you adhere to KYC obligations.

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DO YOU TAKE DATA SECURITY AND CYBER ATTACK RISKS SERIOUSLY?

Data is encrypted on multiple levels and stored in a secured database to ensure the highest level of protection.

Anti-virus protection is continually updated to prevent viruses and malware from entering our technology infrastructure.

State-of-the-art intrusion detection prevents hackers from gaining access to our networks and servers.

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Testimonials

 

Sloan Walters AFC

Blakely Walters Wealth Management

 

Aaron Williams CFP

Market Street Wealth Management

 

Michael Tannery CPA

Tannery & Company Wealth Management