Your Entire Business
All the most important metrics you need to run your business in one comprehensive practice management dashboard. Monitor your prospect pipeline, analyze revenue and AUM, and access all of the key client and business data you need to grow both your business and your relationships.
Effective Client Management
An organized snapshot of your entire client list enables you to effectively monitor your most important relationships. While quick search functionality helps to easily uncover key client insights, saving you time, increasing productivity, and improving the quality of your advice.
Metrics to Maximize Profitability
Power your business development efforts with organized insights into your segmented and probability weighted prospect pipeline. Track the status of current initiatives, identify key referral sources, and quantify the future value of your business.
Whether to assist in compliance, business development, or management, our detailed reports provide the insights and resources needed for a variety of business management tasks. You can create reports by product, by household, by client, and by account type, and add filters to include only the data you need.
Intuitive Time Tracker
Prove your value, inform accurate billing and maximize time management with our Time Tracker feature. It gives you a complete breakdown of how much time was spent on a specific client broken down by tasks and the team member working on them.
Track, log and record phone calls automatically thanks to an integration with leading VOIP technology provider, Jive Communications. Now, you have the technology to review past interactions with clients, enhancing collaboration between team members and improving your client experience.