Hello —

The Document Management feature (available across desktop + mobile), allows advisors and their clients to 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 Notes feature lets users create notes, quickly add corresponding tasks, and tagging and search tools for easy organization and access.

The Profile Details Database 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.