This is going to make things so much more efficient that we probably are not going to have to hire another person anymore.
JK
AUM $200M
This can do the work of 10 people for us. No more Excel tracking sheets!
MM - Operations
AUM $1.4B
Our system doesn't have anything like this. It would make a huge impact to our practice.
Advisor from a large Broker/Dealer
Can you wait...I need my Operations person to see this. Amazing!
Fee-only Advisor
$2B RIA Firm
There is genius here.
Industry Leader
Large Research Firm
What others say...
This is going to change our colleague's life!
Howard Morin
Helium Advisors
This is going to make things so much more efficient that we probably are not going to have to hire another person anymore.
JK
AUM $200M
This can do the work of 10 people for us. No more Excel tracking sheets!
MM - Operations
AUM $1.4B
Our system doesn't have anything like this. It would make a huge impact to our practice.
Advisor from a large Broker/Dealer
Can you wait...I need my Operations person to see this. Amazing!
Fee-only Advisor
$2B RIA Firm
There is genius here.
Industry Leader
Large Research Firm
A new way of documenting. And we guarantee you will love it.
save time
We estimate you will save up to 80% compared to the current archaic way of writing summaries.
save money
Just a natural result of saving time is saving money for your practice
unlock efficiencies
With centralized storage of your meeting notes, your team will realize immediate efficiency gains. Only one person will now have to read your handwriting.
Grow
It's time to grow and not worry what can fall through the cracks. By using the system you can eliminate the cracks.
