Client App

White-Labeled App

Customize your mobile app to show your firm’s logo and color scheme for your clients to add to their home screens.

Financial Dashboard

De-clutter your clients’ mobile devices with multiple financial apps and give them access to the information they need.

Chat with Advisor

The in-app chat function allows another way for clients to access their advisors with archived messages to ensure compliance.

Advisor Portal

Client Message Hub

Check in with clients or request information using the client message hub. You can keep relevant client information ready in a profile shown to the right of the messages.

Set Availability

Let clients know when you need a break. Set your availability for clients to see in their app so they’re not expecting a response at all hours of the day.

CRM Integrations

Integrate your CRM and close your open tasks by sending reminders to your clients phone.