Beyond the CRM
Advisors engage customers and interact with head office using the most secure and compelling digital solutions available today.
Create shared understanding with an integrated communication platform between Advisors, Clients and Head Office.
“Risk4 allows head office to turn on APIs to select advisor teams, creating a truly personalized experience for each of our advisors.”
Tired of cutting and pasting from multiple communication channels to get the full picture? Increase confidence, decrease effort, with Risk4.
Inquiry Case Management
Streamline communication with head office compliance teams, advisors services, fin ops. See the activity timeline, correspondence logs, easily add docs to show my work.
Integrate, push and pull documents to clients and advisors. View advisor commission reports and access onboarding documents.
Add or remove assets and dynamically see the impact to the overall portfolio before making a trade.
KYC Discovery Tools
Automate annual KYC processes, engage clients with continuous digital discovery.
User Access Management
Advisor teams have the ability to reset end User IDs, assign roles, and enable & disable end User access.
Third Party Integrations
Third Party API integration done right, strengthens your existing platform and enables new feature releases quickly and painlessly. Office 365, DocuSign, Financial Planning, Quote Media, and more.
A new conduit between head office and our advisors, enabling a personalized Advisor Dashboard and the ability to turn on unique features without disrupting day-to-day workflows.