Automatic and Centralized Client Profiles

Access all your clients’ records from one central location.

Search, store and view all compliance documents for each of your clients

  • Email. Sorted by client.
  • Notes. (Synced from your CRM)
  • Financial Statements.
  • Client Agreements
  • Invoices. Risk Profile.

Click on any record in your clients’ profile to view it in more detail.

Easily export everything into a complete package, ready to deliver to your auditor.

 

NOTE: Free concierge data migration available if you already have client files stored elsewhere.

Search, store and view all compliance documents for each of your clients

Email. Sorted by client.

Notes. (Synced from your CRM)

Financial Statements.

Planning Agreement.

Investment Agreement.

Risk Profile.

Easily export everything into a complete deliverable package, ready for the auditor.

NOTE: Free concierge data migration available if you already have client files stored elsewhere.