Organization Management
- Convert your website traffic into leads with our lead generation survey links
- Invite advisors in your organization to the platform
- Share client data and models across the advisors in your organization (Upcoming Feature)
Lead Management
- Create lead generation links with risk surveys for your website or e-mail marketing campaigns
- Track and manage leads generated through your risk survey links
- Get notified on new survey responders
Share Client Data and Models across your Organization
- Collaborate with other users in your organization, sharing client profile information (Upcoming feature)
- Share risk scoring models across your organization (Upcoming Feature)
- Share portfolio models across your organization (Upcoming Feature)
