Better engagement and productivity for wealth, banking and insurance.
The flexible framework designed for elevated engagement, productivity and insights. Use Responsive as your core solution, or plug and play a single module with your existing platform.
Assets Under Advisement
Active Advisors
Grow relationships with valuable, explainable advice
Do more with automations and workflows
Organize and enrich data into powerful actions
Accepted advisor proposals
Reduced manual activities
Time to insight
Client needs and expectations are changing faster than ever. Advice solutions based on fragmented data and tools are a thing of the past. Advisors that don't have machine intelligence to predict client needs will lose the future.
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A vibrant financial dashboard that both clients and advisors love.
Enhance your clients' dashboard experience with a set of prebuilt UI components that integrate within your custom portal.
Analyzing client situation across fragmented data is time consuming and error prone. Responsive foregrounds high impact actions automatically.
Responsive can be used as your core platform, or integrated as flexible modules with your existing advice stack. We integrate seamlessly with most of the tools you use already.
Serve more clients, more efficiently with timely and personalized advice.
Generate better proposals and conversations that build client trust.
Automate distracting tasks and drive focus to what matters most.
Gain visibility and consistency across multi-source client data.
