Simple for Clients. Useful for Advisors. Built for Any Process

A digital questionnaire for any process, simple enough for clients to complete on their own and structured enough for advisors to use right away

Schedule a Demo How it Works

The bottleneck isn’t the advice. It's the intake.

Turn intake into a digital questionnaire advisors can send anytime, for a financial plan, a new account, or an update down the road.

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Retire the paper questionnaire

Digitize the forms advisors rely on, share them securely with the investor, and feed the data directly into whatever transaction comes next.

Build the request

Collect client information for any request type: a financial plan, a new account, a periodic update.

Choose the relevant questionnaires and fields
Choose between single or multiple questionnaires
Allow clients to upload documents

Share with the client

Send a questionnaire to the client, or complete it on their behalf and send it for review.

Email invitation and Digital Interaction with firm specific branding
Secure client authentication
Complete on the client's behalf when needed

Response review

The completed interaction becomes a record the advisor can review.

Review submitted information
Confirm the response is complete
Decide how the information should be used

Re-use information when required

Use reviewed information where it is needed next.

Update the CRM
Pre-fill account opening or proposals
Keep information within a specific workflow when appropriate

Build the request
Collect client information for any request type: a financial plan, a new account, a periodic update.
- Choose the relevant questionnaires and fields
- Choose between single or multiple questionnaires
- Allow clients to upload documents
Share with the client
Send a questionnaire to the client, or complete it on their behalf and send it for review.
- Email invitation and Digital Interaction with firm specific branding
- Secure client authentication
- Complete on the client's behalf when needed
Response review
The completed interaction becomes a record the advisor can review.
- Review submitted information
- Confirm the response is complete
- Decide how the information should be used
Re-use information when required
Use reviewed information where it is needed next.
- Update the CRM
- Pre-fill account opening or proposals
- Keep information within a specific workflow when appropriate

Credible Information without the manual rework

Give advisors cleaner client data while keeping it usable across the workflows that follow.

Reduced Advisor Data Entry
Collect information directly from the client instead of recording it manually.
Secure, self-service access.
Clients complete their part online, with no calls or paperwork required.
Controlled Data Updates
Keep the advisor in control of whether information updates the CRM or is used only for a specific workflow.

Built for most client interaction scenarios

Give advisors, operations, clients, and administrators the right experience at each stage of information collection.

Advisors
Spend less time collecting and re-keying client information.
Operations
Receive more accurate information in a structured format for downstream processes.
Compliance
Pre-approve standard templates that capture required client information
Clients
No repeat calls, no re-typed forms, just a secure questionnaire clients complete on their own time.

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Works with Your Existing Partners

The platform connects with custodians, financial planning tools, managed account platforms and other leading fintechs to create one wealthtech ecosystem.