A powerful client manager built for how advisors really work. Define the client types you actually have, track every interaction, and always know what's next.
The same family can have a household, a company, and a trust, all at the same time. A Client Group links them together. Open it once and you see everyone in the family, and everything you do for them: notes, tasks, documents, plans, and trades.
Give each teammate a role, set what they can do, and choose which clients they can open. Owners and admins see every client.
Anyone on the team can open a client and see exactly where everything stands, without asking around or hunting for the latest version.