In addition to the above foundational packages, we offer tailored solutions to fit each organization’s specific needs. Some of our additional wealth packages include:
Assists advisors in managing households, trusts, businesses, and related contacts by automating record ownership, managing compliance tracking, and streamlining the management of interactions related to an account.
Assists RIA’s in configuring core processes around case management, by leveraging pre-identified request types and focusing on configuring automation specific to their organization.
Assists organizations in creating, tracking, and streamlining the client onboarding process, providing easy to configure lead capture, appointment scheduling, and onboarding forms to reduce duplicate entry of data and expedite the process from potential client to portfolio recommendation.
Assists organizations in streamlining ongoing communication around products, by segmenting clients into the appropriate communication channels.
Assists organizations in the management of financial accounts and insurance policies related to the account, streamlining the ability to enter these accounts, preventing duplicate accounts being created from third party integrations, and streamlining the communication process across all assets under management.
Provides organizations with an initial portal for customers to view information related to their account, add financial accounts that may not be included, and creates requests related to their account.
Assists organizations in configuring their client onboarding experience – from external forms to automating compliance to triggering actions plan templates and document checklists, create transparency into your onboarding process and ensure clients receive the best possible experience when interacting with your firm.
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