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Operating system purpose built for advisory firms

Select how we can help you get started through our solutions designed for remarkable efficiency and scalability.

### Team Accountability

Experience intuitive task routing, gain visibility into team capacity and efficiency.

[Learn More](/content/use-case/team-accountability/index.html)

### Client Onboarding

Monitor onboarding status and deliver a consistent client experience.

[Learn More](/content/use-case/clientonboarding/index.html)

### Client Reviews

Migrate from spreadsheet chaos to seamless client meetings and followup tracking.

[Learn More](/content/use-case/client-meetings-and-reviews/index.html)

### Tax Prep & Filing

Navigate busy seasons with ease, using dashboards for clear communication and visibility.

[Learn More](/content/use-case/taxprep/index.html)

### Financial Planning

Streamline multi-office communication among your financial planning team.

[Learn More](/content/use-case/financialplanning/index.html)

### Money Movement

Navigate custodian paperwork, eliminate NIGO's, and manage assets.

[Learn More](/content/use-case/accounts-and-transfers/index.html)

### Employee Onboarding

Save time and crucial human resources when bringing new employees up to speed.

## Process vs. Workflow

A process is a series of steps or actions designed to achieve a particular outcome, while a workflow is the orchestrated flow of tasks in a specific sequence within a larger process.

### What is a Process?

A process is a systematic series of actions or steps designed to achieve a particular outcome or goal. It provides a high-level overview of the entire journey from start to finish. Think of it as the blueprint or roadmap guiding a set of activities towards a specific result. Processes can be simple or complex, depending on the nature of the desired outcome.

### What is a Workflow?

A workflow is the detailed, step-by-step execution of a specific part of a process. It's the hands-on, nitty-gritty part of the operation that ensures each task is carried out correctly and efficiently. Workflows can be both manual and automated, depending on the nature of the tasks involved.

## 10 Complex Process Templates

A complex process involves multiple interrelated tasks that may require different workflows working in tandem. These might have decision points, parallel branches, or feedback loops, making them more intricate to manage.

### New Client Onboarding Process

**Description**: Process templates for your new clients that follows a prospect to becoming a client including referrals, meetings, planning, and onboarding.

**Workflows**: Lead/Prospect -> Introductory Call -> Goals Meeting -> Data Gathering -> Signing -> Billing

### Client Review Process

**Description:** Process template to plan your process to schedule, prep, and follow-up on recurring client review meetings.

**Workflows**: Client Review Scheduling -> Client Review Preparation -> Client Review Meeting -> Client Review Follow Up

### Financial Planning

**Description:** Process template for delivering comprehensive financial planning.

**Workflows**: Data Gathering -> Agreement & Invoice -> Input & Review -> Plan Delivery

### Tax Prep & Filing

**Description:** Process template that addresses routine client tax filing planning.

**Workflows:** Document Gathering -> Prepare Return -> Review Return -> Tax Return Filing -> Extension Review Return

### Trading Process

**Description:** Process template related to trades needed.

**Workflows**: Trades Needed -> Dollar Cost Average Trades -> Rebalance Portfolio -> Update Model

### Life Insurance Analysis Process

**Description:** Process template facilitating your insurance business - from analysis to app to annual reviews.

**Workflows**: Life Insurance Analysis -> Life Insurance Application -> Life Insurance Underwriting -> Life Insurance Approval -> Life Insurance Delivery -> Life Insurance Review

### Annuity Process

**Description:** Process template to address routine annuity business operations.

**Workflows**: New Quote Request -> New Policy Application -> Trade Request

### Prospect Process

**Description:** Process template for prospects that includes your steps that occur before moving forward with your new client onboarding process.

**Workflows**: Initial Contact -> Intro Meeting -> Follow-Up Drip Campaign

### Client Termination Process

**Description:** Process template that addresses routine client termination and outbound transfers.

**Workflows**: Client Termination -> Outgoing Asset Transfer -> Outgoing Asset Transfer Follow Up

### Hiring/New Hire Onboarding Process

**Description:** Process template for hiring and onboarding new employees.

**Workflows**: Job Description & Posting -> Candidate Identified -> Employment Offer -> Internal Prep -> Onboarding Week 1 -> Onboarding Week 2

## 6 Simple Process Categories

Simple processes typically have a straightforward, linear flow and can be accomplished with a single workflow. Each step follows the other in a clear sequence.

### Money Movement

**Description**: Workflow templates for account establishment, transfers and other money movement processes.

**Workflows**: New Account Opening Paperwork, Account Transfer, 401k Rollover, ACH Standing Instructions, Incoming Assets, IRA Contribution, Withdrawals/Distributions, Raise Cash, Trades Needed, Roth Conversions, Backdoor Roth IRA, Dollar Cost Average Trades, Rebalance Portfolio, Tax Loss Harvesting, 529 Account Opening

### Client Service

**Description:** Workflow templates that address routine client service items as well as age/milestone planning opportunities.

**Workflows**: Birthday, New Child, Personal Info/Address Change, Client Anniversary, Referral Ask, Update Beneficiaries, Client Termination, Death of a Client, Holiday Cards/Gifts

### Topic Specific Planning Analysis

**Description:** Workflow templates that address topic specific planning analyses and reviews.

**Workflows**: Investment Analysis, Risk Analysis, Retirement Analysis, Tax Projection & Planning, Debt Review, Student Loans Analysis, Real Estate Purchase, Real Estate Sale, Divorce Planning, Risk Tolerance Review, RSU Vesting

### Age-Based Milestones

**Description:** Workflows that address routine client service age/milestone planning opportunities.

**Workflows:** Catch Up Contribution, HSA Contribution Catch Up, RMDs, Medicare Filing, Social Security Review, QCD Eligibility

### Compliance Requirements

**Description:** Workflow templates for common compliance requirements.

**Workflows**: Monthly Tasks, Quarterly Tasks, Annual Registration Renewal, Annual Client Delivery, ADV Annual Filings, Review Internal Policies, State RIA Compliance Calendar

### Marketing & Events

**Description:** Workflow templates for firm marketing, client outreach and event planning.

**Workflows**: Annual Website Updates, Quarterly Newsletter, Social Media Planning, Holiday Posts, Holiday Cards, Webinar Planning, Event Planning