Each client is different. Identify and track actionable, unique client characteristics in real-time.
How It Works
Automate client-specific actions within their portfolio and beyond, for improved client outcomes.
Communicate the personalized actions to your clients. Real value will help expand your relationships.
Gain insights into each client:
Holistic wealth picture
Specific Client Overview
Deep-dive into the client data that matters
Automated modeling, governed by your rules
Aggregated Client Dashboard
View and take action on your book of business - at scale
Triggers help you identify opportunities, scored by likelihood and value
Save time while improving client outcomes