For advisors
You are judged on relationships and on reviews being done on time. Both live in the same place here.
What you get
The whole household, not just one contact
Group people the way your book actually works - a family, a business, a giving unit - and every deal, task and document follows the member when they move.
What is due, and what has slipped
Reviews, refreshes and renewals with owners and due dates. Overdue items sort above today's, on the web and on the phone.
The numbers your vertical actually reports
Portfolio dashboards built for your industry rather than a generic pipeline chart.
A brief before the meeting
Recent activity, open items and context assembled for the record you are about to see.
Moments worth acting on
Detected from what changed, so the prompt arrives while it still matters.
Works with no signal
Nine record types readable and writable offline. Anything you write queues and syncs when you reconnect.