CRM Workflow & Automations

Advisors Intelligence provides an automated process to send the ADV annually to each client. If the client does not have an email, then the ADV is delivered via mail, automatically, through click2mail.com, otherwise the ADV is sent via email. Our system will track who opens the email and the date and time.

Recognizing client anniversaries are fully automated in Advisors Intel. If you chose the Flower or Card in the Anniversary Gift field in the Basic section, Advisor Intel will send either flowers or a card, your choice, as selected. Flowers are ordered through 800 Flowers, and cards are sent through thanks.io.

Advisors Intelligence provides an automated process that will send the Annual Attestation to your employees, along with lines to the documents you would like them to read, the compliance manual, a code of conduct, etc.. We will ask for their signature and automatically file the signed document into the correct compliance folder.

Advisors Intelligence contains an automated process that will assign assistants to a client, based upon the Advisor. These assistants are: Operations Assistant, Sales Assistant, Tax Assistant, Tax Admin, and Tax Preparer. This is achieved by setting the assistants in the advisor's user fields.

Advisors Intelligence provides an automated process that will create a root folder in Workdrive for clients when the client is created. See Workdrive features for more information and to learn about our digital filing and retroeval without leaving your client's record.

Advisors Intel provides an automated process that will upload documents to the client folder in WorkDrive and automatically create folders if necessary. Advisors Intel comes with a standard folder structure, however, this can be adjusted to fit your practice.

How many times have you heard clients don't care what you know until they know how much you care. Showing clients how much you care is easy with Advisors Intelligence. Our system will make sure that all your clients receive a birthday wish from you and your office. Clients receive the email below (which can be modified by you), out of the box with our software.

Advisors Intel includes a client portal that is powered by WorkDrive, our digital filing app that includes seven terabytes.
The following features are included in the client portal.
1. Clients can upload Tax Documents
2. Clients can download Tax Returns and Tax Documents by year.
3. Pay Invoices.
4. Approve/Reject Tax Returns
5. Communicate with employees in your organization, within the portal.

In some wealth management firms, estate planning has taken on a large role in servicing clients, exceeding their expectations and opening the door for additional assets and referrals. We believe that Estate Planning is one of, if not the most, important service we can provide to our clients.
Advisors Intelligence automates estate planning appointments and reviews. (Advisors Intelligence does not calculate estate planning scenarios).

Advisors Intelligence contains an automated process that allows you to assign a fee code to a client. The fee code process allows you to store all your fee codes in CRM and select the proper fee code for each client. Once it is assigned, you can send, with two clicks, your advisory agreement to your client for esignature using our Sign application. The advisory agreement once fully signed, will store automatically in WorkDrive.

Advisors Intelligence contains an automated process to send and sign Investment Policy Statements. This works closely with our risk tolerance questtionaire and the risk profile section of a client record.

What are Keep-in Touch calls? These are regularly scheduled calls from the advisor's sales assistant to the client. Why do we have these as part of Advisors Intelligence? Common advice from all trade magazines and industry coaching programs is the more client touches, the higher your client satisfaction. Therefore, we have built in automated call scheduling from a caller you choose.

Advisors Intelligence provides an automated process to survey lost clients. Once a client is lost, an exit survey is sent asking them to let us know what prompted their decision to leave.

Advisors Intelligence automates the process to schedule Portfolio Review Appointments using an email series using our calendar booking which is followed up by a call if the client does not self schedule.

Our prospect tracking automated process will make sure that when your office receives a prospect or referral, they will not slip through the cracks and the will be contacted at least biweekly if they have not moved to the next step in the process.