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WealthLink API
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Advisor Orchestration Framework: modular, embeddable, API-first solution that integrates with your productivity tools.
Workflow automation
Agentive workflows that track tasks to completion across collaborators and systems.
Powerful integrations
Orchestration with deep back-office and CRM connections, providing a unified data model.
Holistic client profiles
Locate client information and gain situational awareness with an integrated client profile.
Scale your business
Digitize fact gathering, onboarding and account opening with workflows that save time for you and your clients.
Stay accountable
Collaborate with team members effortlessly with centralized client records and real-time communication, all in one place.
Tailored experience
Customize your workspace with what works best for you, with a turnkey solution or more flexible framework.
Laser-focused on elevating advice-led financial services.
Bring intelligence to your enterprise and unlock a new level of service that engages and performs.
“The impact on operational efficiency, as well as advisor and client experience has been evident since day one”
Chris Collinson
AVP Dealer Operations @ Co-operators
82%
Reduction in NIGOs
89%
Reduction in Time to Serve
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Empowering advisors with our solutions, Responsive holds a strong conviction in the positive impact of human-led financial advice.
