Next Best Actions that build wealth and trust

Use AI to prioritize opportunities hidden beneath the surface. Strengthen client confidence with better insights for wealth, banking and insurance advisors.

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The Responsive Advisor

CRM + Holistic Data

Supercharge CRM with insights from banking and tax.
Responsive Portal - All the Features Clients Need
Responsive Portal - All the Features Clients Need
Partners Logos - Genus
Partners Logos - Coft Financial Group
Partners Logos - OP Financial Group
Partners Logos - Cumberland
Partners Logos - FinTech Innovation Lab
Partners Logos - Co-operators
Partners Logos - Kinsted Wealth
Partners Logos - Plug and Play

The Only Tech That Delivers IRS Data Insights

Pull records from the IRS to learn new things about your clients that you don't already know

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Trusted Internationally
by Top Firms

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.
Clients in U.S., Canada, and Europe

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Closed

4k+

Active
Advisors

40B+

Assets Under
Management

Use Cases:

  • Revenue opportunities
  • Compliance and risk
  • Improve productivity for advisors
  • Identity verification
  • Digital onboarding
  • Enhance client dashboard experience
  • Improve advisor communication
  • Reduce costs to serve clients
"
With Responsive, we are able to build relationships with the next generation of investors, providing them with the user experience they demand.
"
Stephen Au, CEO, Genus Capital

See more, know more, and do more

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Upgrade your advice stack on your own terms

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.

Integrations
Dynamic Relationships

Develop better client relationships by making conversations easy, effective, and plentiful with recommended advisor actions.

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Provide Better Advice

Evolve Your Platform

Use Responsive as your core platform, or plug and play a module with your solution.

Centralize Client Data

Gain visibility and consistency across sources to uncover valuable insights.

The Only Tech That Delivers IRS Data Insights

Pull records from the IRS to learn new things about your clients that you don't already know

Learn More
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