CRM Workflow & Automations

Advisors Intel automatically notifies both the client and the advisor at age 73, that the client (or spouse) is now subject to RMD rules.

Track and send thank you cards to those clients that refer you clients and you manage it through the Contact module in CRM.

Track and send thank you cards to those clients that refer you clients and you manage it through the Prospect module in CRM.

Advisors Intelligence automated retirement plan meetings for business clients' 401k, profit sharing plans, etc., for whom you are the advisor.

Advisors Intelligence provides an automated process to generate client risk scores that calculate a S&P 500 beta score to measure risk tolerance for investment clients. These scores then can be compared to model portfolio betas that are stored in the Model Portfolio's module. The Investment Policy Statement (IPS) workflow uses all this data, stored in the suitability section.

Advisors Intel wil easily send the advisory agreement to the client for digital signature. All data is automatically prefilled into the agreement.

Advisors Intel automates the process to continually survey your clients. Two weeks after a clients' birthday, Advisors Intel will send them a survey. The survey is sent to Investment clients that have been with you for at least one year and it is resent every year until it is completed. It is resent every 2 years after completed and returns to every year if the 2 year survey is not submitted.

When the client uploads tax documents to the portal, the system will wait 4 hours and then create a task for the Tax Associate, notifying them that the client uploaded tax documents. The system waits 4 hours to create the task so the Tax Associate only gets notified once, if the client uploads documents at different times of the day.

If your firm prepares tax returns, our Tax Preparation Blueprint will automatically keep the process moving forward in a quick manner. Our system does not process tax returns, it tracks the return preparation process. Moving tax documents is easy using our client portal powered by Workdrive.

The Client Portal contains an automated process that will notify the tax preparer when a client approves/rejects tax returns.

If it is a 1040/individual return, then the system will automatically update the 1040 Tax blueprint based upon their decision and keep the tax preparation process moving forward.

Advisors Intel will thank your clients and centers of influence automatically for referring prospects to you

Advisors Intelligence provides a process to handle trading tasks for model assignments, rebalance, cash requests, trade requests, holding restrictions, and portfolio comparisons. The Desk ticket system is the engine behind trading. This work can be done in either CRM or Desk.