Committed at making you better at what you do
We want to be the standard against which all methods of client data-gathering are measured.
“A faster, easier, and more secure data gathering experience.”
Built by advisors, for advisors
For us, data gathering was never an afterthought. We’ve been improving on it for the past 12 years and we’re honored to be one of the first experiences your clients will share with you.
Saving you both time and money
By automating the data-gathering process and integrating with your CRM and financial planning tools, we drastically reduce the cost of building a financial plan.
“40% of the cost of a financial plan is attributed to data gathering.”
“Around 30% of standard account applications are NIGO.”
(Not In Good Order)
Reduce NIGO by validating data before it’s submitted
We make sure your clients provide complete information and we point out errors along the way so that they can address them right then and there, making it less likely for you to encounter any NIGO issues.
Take control of your lead gen efforts
“The average cost for a new lead generated online is $55.”
Excellent support service
Our response time is under 45 seconds and 98% of our customers rate our support service “great” or “amazing”.
So wonderful, really knowledgeable and went above and beyond. I’m so excited to get started!!!!
Prompt and outstanding service!
So quick and solved my problem immediately!
Impressed with how quickly the team immediately understands your questions and provide helpful answers just as quickly.
Quick response and helpful tips on completing the task that I wanted.
Thank you so much! Chatting is pretty great, I’m not going to lie!