financial planning with us
Engagement across multiple touchpoints
Automate communication with a personal touch. Integrated with WhatsApp and email platforms, send or automate messages including appointment reminders and birthday greetings with a single click.
Activity & Task Management
Maximise your work efficiency
All your activities and tasks in one platform. Notes of each appointment, pipeline of cases opened, reminders on premium due date and more. Stay on top of every interaction to deliver excellence.
Send clients messages that matter to them. Nobody likes to be spammed. Create effective email campaigns with a system that intelligently categorises and filters your clientele base with ease each time.