Customer Relationship Management (CRM) integrated with many apps in our stack.

Online Form-based Prospect and Client Data Gathering and Management integrated with Redtail.

Highly Configurable Meeting Scheduling with Automated Reminders integrated with Redtail.

A Digital Life Document Management Vault for You and Your Clients that is SEC Books and Records Compliant.

AI Digital Meeting Assistant that frees you of notetaking, saves you time, and improves the quality of meetings, meeting notes and follow ups.

Digital Delivery of Your Introduction Kit and Other Marketing Materials with Optional Embedded Video.

Systemic Tax Analysis and Planning, Roth Conversion Scenarios, Optional Property and Casualty Insurance Reviews.

Provide Your Clients with Quality, Modern, Self-Service Estate Planning that is Sophisticated, Yet Easy to Use.