Want to be forward-thinking?
Sell forward-thinking.
Here’s your personal tracking board and real-time deal access.
Say goodbye to outdated PDF reports.
Livetracking
No more waiting for weekly reports!
Track your deal’s progress in real time. Rely on your advisor to lead the way, stay informed, and retain control when necessary.
Document Exchange
No more messy document exchanges. Give your advisor instant access to all documents securely — digital and effortless!
Effortless Live Contact
Access Q&As and tasks your advisor needs to confirm with you, all directly on your digital board. Keep your pace — or accelerate it, the choice is yours.
Longlist Review
Want to review the longlist?
The Longlist comes to you — effortlessly. Remove unwanted names or add your own suggestions in just a few clicks.
.svg)
