Prioritize

See More Opportunities and Risks

Take action on client changes detected from multiple sources of data

IRS Data

Identify changes in IRS data from 3rd party sources, which include:

Business Sold
Options Exercised
New Child
Held Away Assets (1099)
Identify Theft
+ many more

Book Demo

CRM Data

Identify changes in CRM data from 3rd party sources, which include:

Catch Up Contributions
Estate Planning Opportunity
RMD Timing
Missing Annual Regulatory Update
Missing Retirement Plan
+ many more

Book Demo

Productivity Data

Identify changes in Productivity data from 3rd party sources, which include:

Profile or Address Change
KYC Update
Open a New Account
Add Household Member
Set Trackable Goal
+ many more

Book Demo

Open Banking Data

Identify changes in Open Banking data from 3rd party sources, which include:

Cash Windfall
Cost Conscious Change
Income Increase
Dormant Cash Detected
Income Decrease
+ many more

Book Demo

Census Data

Identify changes in Census data from 3rd party sources, which include:

Tuition Predicted
Child Predicted
Years Until Empty Nest
Years to Retirement
Life Expectancy
+ many more

Book Demo

Portfolio Quality Data

Identify changes in Portfolio Quality data from 3rd party sources, which include:

Fund Not Recommended
No Contributions Trailing 12 Months
Space in Retirement Savings Account
Poor Performance
Transfer to Competitor
+ many more

Book Demo

Outcomes

Revenue Opportunities, Compliance and Risk, Financial Wellness, and Productivity

Revenue Opportunities

Receive real-time notifications on significant liquidity events so advisors don’t miss time-sensitive opportunities to increase revenue.

Top 3 events (+17 more):

Downsized Home
Job Change with IRA Rollover
Options Exercised

Book Demo

Financial Wellness

Provide a higher level of service by knowing more about clients and notifying them of changes to their financial wellness:

Tax return refund status
Identity theft detected
Missed personal tax payment

Book Demo

Compliance and Risk

Take action on significant events before the end of the year to improve compliance.

Top 3 events (+17 more):

CRM data does not match IRS data
Job loss or income reduction
Risk questionnaire outstanding

Book Demo

Productivity

Fine tune the productivity process to improve efficiency, reduce human errors and remove the extensive need for manual data input:

Send and sign form
Revised incorrectly filled out form
KYC needs to be completed

Book Demo

Powerful Insights and Next Best Action Engine For Advisors

See More Opportunities and Risks

Do More for Clients

How it Works

Connect Data Sources

Detect Changes

Capture Opportunities and Risks

Outcomes

A Flexible and Embeddable Framework

Standalone Advisor UX

Embedded Components

APIs

Uncover Client Needs Hidden in Comprehensive Data