Dive Into the New Age of an Advisory Patform
Our Applications
Team Communications
Cliq simplifies your team communication with organized conversations, easy-to-find information, and connection to the tools you love. Work together, no matter where you are or the device you are working on. Group collaboration is made simple.
Campaigns
Campaigns help your business to run and manage your professional communications. It will also facilitate every stage of your email marketing. Customizable, readymade email templates mean you can quickly design your content. Schedule or run via automation workflow.
Forms
Collect data from a range of sources from embedded online forms to targeted email. Included is pre-built forms to collect your client's data efficiently. You can create additional forms or customize existing forms easily. Focus on your business while Forms handles the data collection process for you.
Desk
Desk was created to create client loyalty through elevated service experiences for all your stakeholders. Desk currently provides an easy way for your firm to communicate and document requests for portfolio management, model assignments, trades, and cash management.
Surveys
Surveys help you gain client feedback, helping you to keep your eye on client satisfaction. Pre-built surveys such as client satisfaction and exit surveys help you quickly correct your business operations to keep clients happy. Since we track referrals, we also use surveys to request referrals when right.
Workdrive
Workdrive is a big data solution. By focusing on your team it gives a greater push to meet your organizational goals. Workdrive has built-in ease of filing, client files in their CRM record, and a client portal. Many of our workflows automatically file signed documents and files received from clients.
Sign
Sign is a complete digital signature application using cryptographic techniques backed by a digital certificate to provide proof of identity. Sign is part of our workflows, automating the signature process of important documents, including the investment policy statement and the advisory agreement.
Meetings
Meetings is a secure online meeting platform and webinar solution that helps you collaborate and work remotely. Video and audio conferencing is available. With Meetings you can share your screen, record, and share meetings. Hosted meetings are secure. Meetings is also a large scale webinar solution.
Mail can be handled in two versions. We can host your business email on a secure, encrypted, privacy-guaranteed, and ad-free email service. Otherwise, you can leave your email hosting where it is and link your email to our platform. All emails will be attached and shown in your client's CRM record. You can continue to use Outlook or switch to our email app which has high level of integration with the platform.
SalesIQ
SalesIQ offers you digital client engagement tools to communicate with every site visitor. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time. Coming in the 2nd quarter of 2024, your mobile users will be able to chat with you in a compliant manner. Integrated with CRM to ensure you have the full picture.
Risk Tolerance
While built into CRM, risk profiling is fully automated to measure the client's risk tolerance with additional questions to help build the risk profile. Our system calculates the client's answers to an S&P 500 beta, which is compared to the selected portfolio, and an IPS is automatically created and emailed to the client for signature through the Sign application.
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We are Your Ecosystem
The Advisor's Intelligence platform is designed so you and your staff do not have use other applications to operate your advisory business. As robust as it is today, we feel we are only scratching the service. Our future enhancements will provide efficiencies never dreamed of. Feel free to test our platform for 60 days. We are sure you will stay with us for a lifetime.