Who It's For
This tool is for wealth management firms and financial advisors. It helps them simplify tasks, gain better client insights, and create smoother client experiences. Both growing companies and large enterprises can benefit.
What You Get
You get one central view of all client data. AI tools like a Notetaker and AI Agents provide real-time insights and automate tasks. This speeds up onboarding, simplifies service requests, and cuts operational costs and time.
How It Works
The system first gathers and unifies all client information from different sources. Then, smart AI analyzes this data to offer insights and automate key processes. This enables faster client setup and efficient account servicing, making interactions seamless and personalized.
