Each client is different. Identify and track actionable, unique client events in real-time.
How It Works
Next Best Action
Prioritize advisor activities to align with business goals and client financial health to grow your business.
level service to each
client through highly customizable automations.
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