Imagine automated deal preparation. Simplified processes. Free time to engage with and nurture multiple clients. That’s what we offer.
Backed by AI-powered systems, the Platform identifies red flags before they can become problems. From gaps to potential pitfalls, you’ll see trouble a mile away and eliminate the guesswork.
Doing great business means knowing everything relevant to the deal. The Platform ensures you know exactly what you need to do, when you need to, to close effectively.
Bring all your client and material information together into a single dashboard for an always-on view of activity and insights in real time.
Objective, outcome-based scorecards help you assess business, chart progress, and benchmark your client’s readiness for a material event based on the outcomes of over 20,000 deals.
Get the foresight to act with certainty on opportunities, with enough time to positively impact the outcome of the deal.
Task automation speeds up deal preparation and execution processes, so you can build your opportunity pipeline faster and offer clients a high touch customer service with minimal effort.
Our Platform allows you to increase value, eliminate risk, accelerate deals, and seize opportunities before they come knocking.
Find out how the Platform is making advisors’ lives easier in at least 25 ways.
Advisors are wasting far too much in time and resources every year. Find out why it’s become so expensive to continue using the same systems and processes you’ve depended on for years.
This sort of thinking is problematic – and not just because it takes the struggle of overworking analysts and other entry-level workers for granted. Technology shouldn’t be a replacement for existing processes, but a driver of new ones...