We Have Your Back
In your dashboard, we color code the steps so you can get it done in 5 minutes or less. And get back to your latte!
The security of your data is very important to us. We only have your clients' names and emails, but we keep it safe.
We make it easy for you to add your data. Choose between csv import, manual entry or new clients, or Redtail integration (coming soon).
We'll be adding new features and improvements based on your suggestions. So keep them coming!
You'll get reports every 6 months, or whenever you want. Timestamps and user contacts to make auditors happy.
FOR ALL! We're building advisor apps, and we want to make sure you love them! So we'll be highly accessible to you.
- Automatically remind you a month before send date that you should update your ADV Part II (AUM change at very least)
- Send you a report of sent documents along with dates and timestamps
- Give you an easy way to add new clients, and we'll send to them immediately
- Give you a dashboard to quickly add clients in bulk or individually
- Annual cost is about the same as 1 hour of your secretary's time
- We listen to you: we're interested in building world class advisor solutions, and we want your opinion!
We'll walk you through it. In 5
minutes or less.
After sign-up, it takes just a few minutes to configure everything. Color-coded blocks with buttons show you what still needs to be done.
We do the hard stuff, following best practices for User Experience--so it will be easy for you.
Most Importantly We Give YouPeace of Mind!
The greatest thing we can do for you is help you sleep at night knowing we have your back.
If you have more than 5,000 clients please contact us.
All plans include 10 days free trial.
NOTE: We don't store your credit card information, it gets sent securely to Stripe. Once they receive your card number they store it and provide a token for us to approve the charge.