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.
Aviso automation of account opening and tracking of transactions.
NBIN automation of account opening and tracking of transactions.
CI automation of account opening and tracking of transactions.
Integrate existing Salesforce workflows into the Responsive Platform.
