Traditional client onboarding often starts with sending prospects lengthy questionnaires to gather necessary financial data.

This puts the burden on the prospect, can feel overwhelming, and frequently leads to delays or incomplete information, stalling the process before you can even demonstrate your value.

You need a way to get the data you need without the friction of intake forms.

With prospect data scattered across various documents, it's difficult and time-consuming to quickly synthesize the information needed to identify key planning opportunities and create personalized insights.

This prevents you from effectively educating prospects on their financial situation and demonstrating the unique value you can provide early in the relationship, which is crucial for conversion.

Building a comprehensive financial plan requires detailed data from a wide range of documents – beyond just investment accounts.

Manually sifting through tax returns, insurance policies, estate documents, and more, and then entering that data, is incredibly inefficient and takes away from the time you could spend analyzing and strategizing for your prospect.