Features for the Modern Financial Advisor

Automated Workflows

workflows

Workflows

Grow your business through efficiency.

When a certain event occurs, like meeting a new referral, you can set up an automated workflow associated with this new contact to ensure you and your group are following up with the right actions. Checklist or sequential options. Easy.

Customizable Templates

Tailor automated workflows to your practice.

Name your workflow and create custom templates. It can be a sequential workflow or a checklist that gets completed. Editing and coworker commenting allow collaborative flexibility to get work done with ease.

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