Features for the Modern Financial Advisor

Opportunity Tracking

Graphical Views

Visualize your book of business.

View your opportunities by users, stages, and closing dates to see where you stand.

Pipeline Management

Know where you stand on opportunities with each client and prospect.

Enter notes, status updates, and customized stages about opportunities you have to grow your book of business.

Kanban board

Slide right to win!

Easily track and manage your customized opportunities with a kanban board interface.

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