Jake Milder from Oak street investments

Elevate Your Money Movement Processes

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Grew AUM from $35M to over $100M

“My firm was growing at such a fast pace that I was worried about dropping the ball. I had post-it notes everywhere, pieces of paper I was writing lists on, and I was trying to use the current CRM’s and their workflows, but they just didn’t work for us.”

James Phillips
President, Phillips Financial Advisors

We understand money movement workflows & processes

Operational Excellence - Initiate and track transfers, wires, and trades.

Easy Account Opening - Navigate custodians and eliminate NIGO's.

Manage Assets - IRA contributions, Roth conversions, and more.

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Bi-Directional CRM Integrations

No more to data re-keying with direct integrations with Redtail and Wealthbox CRM's.

Workflow Template library for financial advisory firms

Workflow Templates Library

Access and customize over 100+ workflow templates designed specifically for advisory firms.

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Proactive Triggers & Automations

Date based workflow triggers designed to ensure that nothing falls through the cracks.

Unleash the power of effortless financial advisory

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CRM Integration
100+ workflow templates