Client Personalization.
At Scale.
Introduce Automation Into Your Practice.
Your Clients And Stakeholders Will Thank You.

1

Learn

Each client is different. Identify and track actionable, unique client events in real-time.

How It Works

2

Next Best Action

Prioritize advisor activities to align with business goals and client financial health to grow your business.

3

Automate

Deliver Family-Office
level service to each
client through highly customizable automations. 

 
 
Features
Ongoing Client Updates
Auto-Personalized Actions
Client Analytics
Attract New Clients
Acquire Held-Away Assets
Seamless Integration
 
Product

Real-Time

Client Data 

Gain insights into each client:

  • Life events

  • Holistic wealth picture

  • Idiosyncratic risks

  • Personal preferences

  • Deep demographics

Specific Client Overview

  • Deep-dive into the client data that matters

  • Actionable events

  • 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 

 
Partners

Contact Us

Drop Us A Line

Contact Info

Rise, 43 W 23rd St., New York

Rise, 54 Ahad Ha'am St., Tel Aviv

 
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