Financial Advisors, spend more time advising than on admin work

Say good-bye to the days when you need multiple applications to create agendas, take handwritten notes, write client follow-ups, create CRM tasks and trigger CRM workflows

? See different practice areas you can gain massive efficiency in ?

Convert Prospects

How do you stand out to your prospects?

Impress them in less than 5-minutes.

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Show Your Value

Show your value to your clients with how much work you have done. Send annual summaries in less than 20-seconds.

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Client Reviews

Stop wasting 50-minutes prepping, taking notes and sending follow-ups for client reviews. Systematize it to save 40-minutes.

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Meeting Intelligence Dashboard

Key aspects of meeting prep and follow-up in a single place

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Organized Meeting Notes

Don't let things fall through the cracks. Capture, organize and search your meeting notes in seconds.

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Eliminate Double Work

Manually creating tasks in your CRM is a thing of the past. Automatically created when you add a meeting note.

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Immersive Meetings

Explain complex concepts easily with our built-in whiteboard.

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Write better, faster

Convert what you write to be clear and concise with AI Writer

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Paper is Inefficient

Use an iPad to capture your handwritten notes. Instantly organized and available to your team.

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Protect Your Practice

Taking notes won't avoid he said / she said. You have to communicate it in black and white.

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Get ONE system for your practice

Getting started is easy with our 1-on-1 onboarding customized to you.

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Our integration promise

We know, as financial advisors, you have had a less than ideal experience when it comes to technology integrations.

As a result of our two decades of experience being in your shoes, we promise to focus on deep integrations and make sure they work seamlessly.

We deeply integrate with the following financial advisory technologies.