Relationships, mapped
Spouses, children, trusts and beneficiaries, with ownership following the household.
One platform for your business, and your network.
Workflow automation
The work moves itself.
Automations, scheduled follow-ups and step-by-step playbooks keep every client on track without anyone keeping a list.
- Automations. When a record changes, assign the task, notify the team or update the next field.
- Scheduled flows. Birthday notes and review reminders sent on the right day, exactly once.
- Playbooks. Onboarding and account opening as checklists every associate follows the same way.
Progress · 4 of 7
Welcome email sent · Automatic
Risk questionnaire received · Maria L.
New account paperwork signed · E-signature
Accounts opened at custodian · Operations
Transfer assets in · Due Nov 4
First plan review · Due Nov 18
90-day check-in · Scheduled
Inside the platform
Every client and every conversation, in one place.
Records, documents, email, chat and calendars, connected to the people they are about.
Every touchpoint
Calls, meetings, notes and client email land on the timeline by themselves.
Paperwork on the record
Every client file attached where it belongs, with the required checklist beside it.
Team chat
Direct and group conversations with threads, voice notes and links to client records.
One calendar
The calendars your team already uses, side by side and synced both ways.
Secure client pages
Reviews, plans and reports shared by passcode-protected link with an expiry date.