In your dashboard, we color code the steps so you can get it done in 5 minutes or less. And get back to your latte!
We make it easy for you to add your data. Choose between csv import, manual entry, or add from Redtail.
Seamlessly and quickly import your clients. We’ll be adding more CRMs shortly. Reach out to get yours added.
We’ll be adding new features and improvements based on your suggestions. So keep them coming!
You’ll get reports every 6 months, or whenever you want. Timestamps and user contacts to make auditors happy.
FOR ALL! We’re building advisor apps, and we want to make sure you love them! So we’ll be highly accessible to you.