Built for a firm
Built for a firm, not one person.
Your whole team works one book. Consent runs to the firm, so a departure never orphans a client.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Staff, roles and the firm agreement
Unlimited staff
Invite colleagues by email, on either plan.
Two roles
Admins manage staff, billing and resources. Advisors work the book.
Anyone can pick up any deal
Every advisor sees the whole firm’s book. Every action stays attributed to whoever took it.
One agreement
A firm admin accepts the advisor agreement once. The version and its exact text are recorded.
An access log (Firm Pro)
Admins see every time someone at your firm opens a client’s shared deal or downloads a document, and every time a client turns sharing on or off. Filter it by client or deal.
02 — What your client sees
Your firm, by name.
The consent your client gives names your firm, not one advisor. Whoever on your team helps them, the access is the same.
03 — Where the line is
What stays your client’s.
The last admin can’t be removed or demoted.
A staff departure never orphans a client relationship, and their past activity stays in the access log.
The access log counts a deal-page view once an hour per person. Downloads name the document.
Keep reading
Client consent and access
Per-deal, revocable, enforced in the database. The reason a buyer will let you in.
Sponsored client seats
Cover a client’s seat from your invite. They get the full product and keep their account.
Dashboard, clients and pipeline
What has gone quiet, what is near LOI, a page per client, and every deal in one table.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll show you the portal and tell you honestly whether it fits.
Talk to us about your firm