Use sharp client insights and engagement tools to deliver personalized advice anytime, anywhere. With valuable alert reminders, you can wow clients at the right moments as you collaborate on their financial goals.

Benefit from more visibility into existing household opportunities and get a holistic view of managed and held away assets. Plus, with the ability to track referrals from Centers of Influence, you can transform your client base into an active referral network.

 

Instantly access all of your client data in one central location so you can spend less time on administrative tasks, and more time focusing on client relationships. With a customizable mobile app, advisors can maximize every hour in the office or on the go.

Drive repeatable and visible collaboration across the entire firm. Help manage compliance with access to secure client and household profiles. And instantly see who interacted with each client as well as the information that was shared.

 

Introducing artificial intelligence (AI) that uses predictive scoring to recommend the best next steps to meet specific financial goals. Intelligently automate routine tasks and spend more time with clients. Built into Salesforce it just works. Now, that’s smart.

 
 
 

63%

would like a collaborative relationship with their financial advisor *

 

37%

said their financial advisor is actually aware of their life goals *

 

67%

prefer financial advisors who offer mobile apps and the latest interactive tools *

* See more in our "Connected Investor" report.