Solution introduction
Deepen advisor-client relationships through Guided Collaboration™
Unlock a rich behavioral data set that drives client engagement, advisor capacity and business opportunities
Start conversations in real time by sending or receiving TouchPoints™. Gather contextual data on clients’ financial and life events through a seamless mobile experience.
Timeline
Showcase and measure the value of advice that’s not shown on investment statements. Track events in real time to get a complete picture of your clients’ financial life.
Behavioral intelligence
Segment clients based on key insights and behavioral profiles. Multiply your best advice to all clients with similar needs through AI-assisted wealth recommendations.
360 discovery
Engage with new and existing clients through a guided discovery process. Visualize all your client insights and practice management analytics in one place.
Understand clients and multiply best advice with ease.
