Evolve Wealth Team Performance
Boost advisor productivity with human-centric AI. Grow revenue and loyalty with better, faster decisions.
Human + Machine: The Responsive Advantage
RESPONSIVE helps wealth managers work faster and smarter. We provide enterprise software that empowers advisors, engages clients, and augments decision making. Private managers and banks use our human-centric AI to grow client wealth and loyalty.
HYBRID
WEALTH ADVISOR™
The wealth solution designed to empower advisors and engage clients.
CLIENT
ENGAGEMENT
Meet expectations with service excellence and digital convenience. Promote transparency with visualizations and notifications.
ADVISOR
PRODUCTIVITY
Align team and technology to optimize service and efficiency. Upgrade advisor productivity with automation and guidance.
OPTIMIZED
ENTERPRISE
Streamline work with a unified practice management framework. Monitor team performance to drive better results.
AUGMENTED
DECISIONS
AI detects changes in client finances, then notifies advisors of Next Best Actions to grow wealth and loyalty.
Adapting for Success:
The New Wealth Enterprise
Digital challengers are provoking clients to expect more. Staying competitive means focusing on your unique offering and valuable relationships. HYBRID couples White Glove quality with Silicon Valley agility.
Adapting for Success:
The New Wealth Enterprise
Digital challengers are provoking clients to expect more. Staying competitive means focusing on your unique offering and valuable relationships. HYBRID couples White Glove quality with Silicon Valley agility.
SYMBIOSIS
CLIENT INTELLIGENCE
Augment advisor performance with client analytics and Next Best Actions.
ANTICIPATE
CLIENT NEEDS
Event detection and predictive modelling that brings critical client situations into focus.
UNDERSTAND
AT A GLANCE
Immersive analytics provide real-time context for client service and decision making.
ACT
WHEN IT MATTERS
Set advisor priorities with Next Best Actions to grow revenue and loyalty while mitigating risks.
CALIBRATED
FOR WEALTH
DESIGNED WITH ONE PURPOSE
Generic BI solutions promise to be everything to everyone. Responsive is streamlined for wealth team performance.