Accelerate the setup process by preparing what's needed ahead of time!
Client agreements, disclosures, risk tolerance questionnaires, and any other documents you would like to include in the electronic delivery packet for your clients. The options are endless!
We offer a fully white-labeled, configurable, end-client experience. Providing your firm's logo, branding style guide, registered domain name and favicon (the icon that appears in the internet tab) will help our team design your site and create a beautiful client experience.
Wave goodbye to the paper! By digitizing your firm, you'll create a paperless experience for your clients.
Simply provide an advisor code, upload additional documents to be included in the DocuSign envelope and select the account types you would like advisors and clients to be able to open.
You’ll soon start saving time and avoiding headaches. Shift your focus to providing excellent service to your clients and building stronger relationships.
Resolving NIGOs and obtaining updated forms can take hours out of the work day. Drastically minimize time spent by relying on our rules engine to ensure all data is accurately captured for all forms generated on the site.