Personalized gifts and outreach managed end to end.
Beneficiary & Estate Document Tracking
Cross-account tracking with discrepancy alerts.
Full AI Agent Suite
Up to 5 agents deployed across your practice.
Event & Seminar Management
Invitations, RSVPs, follow-ups, and ROI tracking.
Client Relationship Touchpoints
Automated birthdays, milestones, and life event outreach.
Meeting Technology & AI Summaries
Recording, transcription, AI summaries, CRM integration.
Client Onboarding Automation
Intake to welcome in under 48 hours.
Live Market Intelligence Suite
Institutional-grade market data on your website.