Data Centralization
Consolidate questionnaires, statements, and research into a single, always-updated hub.
- Financial Automation
- Financial Planning
Financial Planning
Automate financial-planning workflows by instantly gathering client data, organizing documents, and syncing insights across your favorite tools. Zapier removes repetitive data entry and manual follow-ups so you can focus on advising. Gain real-time visibility into client needs while keeping every resource current and accessible.
Insight Capture
Automatically log market news, subscription content, and client notes for quick analysis.
Client Engagement
Trigger personalized questionnaires and reminders to keep clients proactive and informed.
Featured use cases
Automatically collect financial planning questionnaires after meeting bookings to streamline client onboarding and preparation.
+ moreAutomate task-triggered resource creation and organization for streamlined financial planning workflows.
+ moreAutomate the collection of financial planning insights and subscription management to improve follow-up speed and accuracy.
+ moreAutomatically collect, organize, and update financial planning data across your tools to streamline client onboarding and planning workflows.
+ more