It's time to revolutionize your workflow tools
Advanced AI for Business Intelligence
Utilize AI insights to enhance your decision-making process
Automated Portfolio Rebalancing
Keep your portfolios optimized without manual effort
Intuitive
X Notestaker
Seamless integration from prospect meeting to financial plan generation
Enhancing Client Experience
Effortlessly share financial reports to enhance communication and transparency. Simplify the invitation process for new clients with easy invitation codes.
Holistic Client Plan Overview
Advisors can access a dedicated section that displays all client financial plans—from past to present—simultaneously, facilitating quick access to critical information.
Smart Risk Management
Assist clients in determining their desired portfolio performance by assessing their risk tolerance and investment goals, allowing for tailored risk-adjusted return strategies.
Knowledge Base Customization
Advisors can upload any necessary files to the knowledge base, allowing the portal to be customized to meet their specific needs and those of their clients.
Empower Your Professional Profile
Advisors can easily edit their basic company information, upload logos, and add videos to enhance their profiles.