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.
Product
Real-Time
Client Data
Gain insights into each client:
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Life events
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Holistic wealth picture
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Idiosyncratic risks
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Personal preferences
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Deep demographics
Specific Client Overview
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Deep-dive into the client data that matters
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Actionable events
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Automated modeling, governed by your rules
Aggregated Client Dashboard
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View and take action on your book of business - at scale
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Triggers help you identify opportunities, scored by likelihood and value
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Save time while improving client outcomes
Partners
Contact Us
Contact Info
Rise, 43 W 23rd St., New York
Rise, 54 Ahad Ha'am St., Tel Aviv