See what's happening across clients, services and teams.
Give partners and managers a live view of advisory delivery (progress, ownership, attention items and workload) without chasing people for updates.
Always know where delivery stands.
See the work in one place
Meetings, check-ins, actions and services across the firm, upcoming work and attention items, all on one board.
Know delivery is on track
A delivery score on every client and service shows whether the advisory you promised is actually being delivered, across the whole firm.
Spot issues early
Catch overdue follow-up, slipping sentiment or an upsell signal before it becomes obvious, and act on it.
One place to see it all.
See what's happening now across meetings, check-ins, actions and services (upcoming work, attention items and who owns each piece), all in real time.
- Upcoming work across meetings, check-ins and actions
- An attention queue for what's overdue or at risk
- Pod, owner and scope filters to focus on exactly what you need
Know exactly where each client is.
Track where each client sits in a service and whether the delivery you promised is actually on track, at a glance, for every engagement.
- A service map showing step-by-step progress
- A delivery score that flags when you're falling behind
- Ownership across advisors, managers and pods for every client
Spot the patterns worth acting on.
Look across client health, engagement and service performance. Catch a client whose sentiment is slipping, a contact who has gone quiet on check-ins, or an upsell signal hiding in the detail, before it becomes a problem.
- See client health across your whole base, and where it is drifting
- Check-in engagement firm-wide: response rates, your strongest questions, and who has gone quiet
- Service performance and opportunity signals to act on early
Slice the work however you need.
Firm, pod & scope filters
Filter any view by firm, pod, owner or scope to see exactly the slice you need.
Attention queue
A single list of everything overdue, at risk or waiting on someone.
Relationship health score
A relationship score per client, read from sentiment in their meetings and check-ins.
Delivery score
A delivery score per client and service that flags when you're falling behind.
Team workload
See who's stretched thin across advisors, managers and pods, and rebalance early.
Opportunity signals
Surface upsell and engagement signals hidden in check-ins and activity.
It's allowed all of the team to be across the advisory and made us way more efficient in delivering the advisory advice and making it more consistent.
Lead with the full picture.
See where every client and engagement stands, what needs attention, and where to act, across the whole firm.