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Task management for financial advisors, not project managers.

The first workboard actually designed for practice management, client interaction, and administrative process and flow. A new way to track, manage, and audit everything you have done and need to do for a client.

Practice Board11 tasks
4Todo
The Harrison Family
LS

Open RESP for their daughter

Apr 182
Westwood Holdings Inc.
MRJK

Confirm beneficiary designations

The Nguyen Family
SC

Gather 2024 tax slips

Apr 27
The Harrison Family
MR

Update risk tolerance questionnaire

Apr 23
2Follow Up
The Okafor Household
LSMR

Request updated photo ID

Apr 83
The Chen Family Trust
JK

Send Q2 statement summary

Apr 20
3Waiting for Client
The Nguyen Family
AO

Collect signed KYC form

Apr 15
The Chen Family Trust
MR

Confirm fund transfer authorization

The Okafor Household
LS

Await signed LOA from custodian

Apr 26
2Done
The Harrison Family
LSJKSC

Rebalance non-registered account

1
The Chen Family Trust
MR

Book annual review

See Workboard in action

One task, every detail.

Open any task and everything lives in one place. Set a due date, link a client, assign teammates, set the priority, move the status, talk it through in comments, and attach the files that matter.

Apr 24, 2025
Add checklist

Open RESP for their daughter

Confirm the contribution amount and beneficiary, then send the application to the parents for e-signature.

Saved 10:42:31
Application steps1/3
Confirm contribution amount
Verify beneficiary designation
Send for e-signature
Activity
LS
Leah Suttoncreated this task· 2d ago
MR
Maria Rodriguez· 1d agoParents are leaning toward an RESP for their youngest.
SCAdd a comment...
Status
Todo
Client
The Harrison Family
Assigned
LSLeah Sutton
Priority
Medium
Resources
Attach a file from the Vault or upload a new one.

The same tasks, everywhere you work.

Every task lives in one system. Reach it from the practice board, from inside a client's record, or in the activity log, always in sync and always recorded.

On the practice board
Run the whole team from one board. Filter to each person's view to see exactly what they are moving and what is stuck.
Inside a client's record
HF
Open any household and their tasks are right there on the CRM page, in lanes scoped to that client. Same tasks, in context.
Logged for compliance
9:149:31now
Every task created, edited, assigned, or commented on is timestamped and recorded, so you always have a complete audit trail.

Run the whole practice from one board.

Every task for every client in one place. Filter by person, client, priority, or date, and zoom from the whole practice down to a single household.

Suggested from your notesAfter a meeting, the Workboard reads the note for the commitments and next steps and offers each as a task. You keep the ones that matter and drop the rest.
Tracked to doneAssign an owner, set a due date, attach a file, and move it across the board. Nothing sits forgotten in someone's inbox or in one person's head.
Your whole practice, or one clientFilter by person, client, priority, or date. Zoom out to see every open task across the practice, or in to everything for a single household.