Move business development, pipeline, account opening, insurance underwriting, annual reviews and RMD follow-up out of Excel — into one secure workspace where advisors see opportunity and operations sees exactly what is stuck.
Today's action queue
Source attribution, response-time tracking and at-risk flags.
Life/Disability, Annuity and AUM tracked separately, weighted automatically.
Open-not-funded queues with 15 and 30 day aging alerts.
Stage timelines from agreement to placement, with stuck-case alerts.
Satisfied, upcoming, outstanding and overdue at a glance.
Age 73+ follow-up with advisor-verified factors.