Notes, messages and resources
The conversation, next to the deal.
Notes that sit on the deal. A message thread with each client. A shelf of files and links your clients can open.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Notes, messages and resources
Notes on the deal
Each note is attributed and emails the other side. It stays on the deal, next to the numbers it is about.
A thread per client
Message any client, with attachments and reactions. Search your client list from the same screen.
A resource library
Admins publish links and files once. Every client can open them.
02 — What your client sees
Your messages, in their own app.
Your thread shows up in their Messages. Your resources show up on a shared page in their app.
03 — Where the line is
What stays your client’s.
Messages refresh while a thread is open. It isn’t live chat.
Notes can’t be edited or deleted once posted.
Only firm admins publish resources. Clients can read them, not change them.
Keep reading
The shared deal room
Their documents, the extracted figures and the same verified report. Edit the worksheet, add to the checklist.
Dashboard, clients and pipeline
What has gone quiet, what is near LOI, a page per client, and every deal in one table.
Staff, roles and the firm agreement
Unlimited staff, admin and advisor roles, one agreement, and an access log on Firm Pro.
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