Providing RIA’s, family offices and enterprise wealth management firms with a modern CRM solution that financial advisors will embrace – because it improves advisor productivity and facilitates an outstanding client experience. Easy-to-use and integrated with the productivity tools advisors already use – like Microsoft® Outlook, Excel, and Word, centralizing information related to clients, family relationships, meetings, financial holdings and client service into one easily accessible place, helping financial advisors focus on the client-advisor relationship, while reducing operational costs through automation, increasing client engagement, and improving client service.