Investment firms and financial planners.
Client reports that put themselves together, a secure portal for clients, and one record of every prospect and conversation.
How can a financial planning or investment firm automate client reporting?
At quarter end the reports get built by hand. Someone pulls figures from the custodian, the planning software, and a spreadsheet, drops them into a document, and sends it for review. Clients want to see how they're doing without waiting for the next meeting. Prospects live in one place, annual reviews in another, and follow-ups in somebody's head. What the advisor is paid for is judgment and the relationship. The assembly around them eats the hours.
What we build.
Automated Reporting
Pulls balances and performance from your sources into a finished client report each period. The advisor reviews it and adds the commentary rather than building it from nothing.
Client Portals
Clients log in to one secure place for their reports, statements, and shared documents. Fewer requests arrive by email, and nothing sensitive travels as an attachment.
CRM Automation
Keeps one record of every prospect, client, and conversation, with the next touchpoint attached. Review dates and follow-ups stop living in one person's head.
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