Organization Management

  • Convert your website traffic into leads with our lead generation survey links
  • Invite advisors in your organization to the platform
  • Share client data and models across the advisors in your organization (Upcoming Feature)

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Organizational Management
Create Groups and Assign Rights

Lead Management

  • Create lead generation links with risk surveys for your website or e-mail marketing campaigns
  • Track and manage leads generated through your risk survey links
  • Get notified on new survey responders
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Share Client Data and Models across your Organization

  • Collaborate with other users in your organization, sharing client profile information (Upcoming feature)
  • Share risk scoring models across your organization (Upcoming Feature)
  • Share portfolio models across your organization (Upcoming Feature)

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Supervise your organization's advisors