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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.”
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.
Bi-Directional CRM Integrations
No more to data re-keying with direct integrations with Redtail and Wealthbox CRM's.
Workflow Templates Library
Access and customize over 100+ workflow templates designed specifically for advisory firms.
Proactive Triggers & Automations
Date based workflow triggers designed to ensure that nothing falls through the cracks.
Unleash the power of effortless financial advisory