E-signature technology to automate filling and signing of PDF documents.
Powerful e-signer to enable automation of PDF documents.
Authentication and signing automation for PDF documents.
Communication window to connect directly with clients.
Book advisor appointments directly from the software.
Email marketing integration and automation.
Get notified directly in the Slack channel of your choice.
Email engine automation based on events to consistently communicate with clients.
Email engine automation based on events to consistently communicate with clients.
Embed Prismic CMS on client dashboard to display blog posts.
System to track client accounts, holdings, and transactions.
Dataphile
Access and integrate legacy account data.
ID verification integration to meet KYC/AML obligations.
Automate identity verification to meet KYC/AML obligations.
Client account aggregation for end-client bank transactions used in planning and recommendations.
Access end-client bank accounts and transactions to produce client insights and recommendations.
Secure your account with ease using our software's robust multi-factor authentication feature
Protect personal data and stay GDPR compliant with comprehensive data privacy measures
Ensure the highest standards of data security and compliance with a SOC 2 certified framework
Integrate existing Salesforce workflows into the Responsive Platform.