Responsive
HQ Address
860-980 Howe Street, Vancouver, BC V6Z 0C8, Canada
Website Address
Business introduction
Advisor Focus and Profitability
Responsive maximizes advisor productivity with workflow automation, client engagement tools, and AI-Powered insights
Our vision
At Responsive, we envision a world where wealth management transcends traditional boundaries. We want to empower advisors and clients alike by providing actionable insights that drive financial growth and foster unwavering loyalty.
Responsive Solutions
Dash
See More Client Progress Give your advisors super powers Goals - Create and keep track of short and long term financial goals Wealth Map - See more assets, all in one place Performance - Display KPIs related to client accounts over time Retirement Planner - Simplify the retirement planning process ...
business needs
view solutionEnable
Vastly Improve Productivity with Automated Worfklows Leverage comprehensive data to increase advisor situational awareness and prioritize higher-value client actions. Supercharge productivity and connect your preferred advice tools. All the Features You Need Correct and complete CRM details automatically Digital Onboarding Portfolio Management CRM KYC Custodians Security ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Prioritize
Prioritize allows your team to: Improve productivity by consistently seeking out and surfacing the Next Best Action. Work strategically by grouping actions in specific areas of focus that align with your goals. Track progress and accurately visualize key performance indicators in real time. Elevate CRM by leveraging valuable insights derived from tax and banking......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
