Responsive uncovers client needs hidden in the data so advisors can prioritize actions that build wealth and trust.
We give you proactive insights and productivity tools to see more and do more when it matters most. Our API’s and data tools allow your business to innovate effectively and flexibly.
Customer AUA
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
Customer satisfaction is directly tied to human contact. It’s the number one driver of client relationships. Our platform allows you to do just that, spend more time with clients building trust and wealth.
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Prioritize helps advisors strengthen relationships with next best actions that proactively monitor the data.
See the full picture in a vibrant dashboard that keeps advisors and clients synchronized.
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 also integrate seamlessly with most of the tools you use already.
Enable your advisors with workflows that keep focus on the client. Reduce errors and boost accountability.
Turn data into actions that increase client confidence and grow your business.
Use Responsive as your core platform, or plug and play a module with your solution.
Gain visibility and consistency across sources to uncover valuable insights.
