Put your firm in your clients’ pockets.

Add a branded mobile app to your firm’s tech stack with our white-labeled solution for next-gen client engagement

Develop strong relationships with happy, successful clients

Personal finance is going mobile. With robo-advisors and the continued automation of investment management, the deep relationships with clients and uniquely human elements of the financial planning process will increasingly differentiate advisory firms. Our product leverages technology to make keeping strong client relationships easier.

Stand out from the crowd and increase your firm’s credibility with a branded mobile app.

Push important messages to clients’ phones avoiding the noise of their inboxes.

Equip clients with the tools to stay the course between meetings.

Put your firm in your clients’ pockets.

Develop strong relationships with happy, successful clients

How it works

1) Customize your app to fit your brand

2) Upload Clients or Connect your CRM

3) Notify your clients of the new tools your firm provides them

4) Engage your clients through in-app messaging