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.”
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.