Affluent for advisors
Deliver an exceptional experience
Transform how you serve your clients with a collaborative platform that puts you at the heart of their financial journey.
Elevate your client relationships with a modern solution
Empower your practice with tools that enhance client relationships while streamlining your workflow. Access everything you need to provide outstanding advisory services in one modern platform.
Seamless client collaboration
Strengthen relationships through transparency.
- Share the same view as your clients for more productive conversations
- Work together on financial plans and wealth strategies
- Enable smooth collaboration between clients and their wider advisory team
Space members
Alexis Rougevillealexis.rougeville@gmail.com | Owner | Active |
Shannon Rougevilleshannon.rougeville@gmail.com | Spouse | Active |
David Atkinsdavid.atkins@wealthadvisors.com | Advisor | Invited |
Modern client experience
Delight your clients with beautiful tools.
- Give clients a stunning dashboard that makes wealth management intuitive
- Help clients track their complete financial picture in one elegant interface
- Create financial plans that your clients will love to engage with
Smart practice management
Streamline your operations.
- Get instant access to client financial data and documents without back-and-forth emails
- Let clients schedule paid consultations in-app
- Easily invite clients and manage spaces for scale