The documents feature, available across all tools, enables advisors and their clients to easily access, organize, and share important documents.

The client profile dashboard, which advisors use most, holds all client information and is customizable to help increase productivity.

The note-taking feature lets users quickly add notes to tasks or client profiles, with tagging and search tools for easy organization and access.

The profile details shows key client information, like contact details, account summaries, recent activity, and documents, all in one database.

The retirement app provides users with tools to contribute to their account, invest funds, and access personalized financial insights.