The platform

Start with one need.
Grow on one platform.

Eight products built on the same branches, people, assets and work. Buy the one you need today; everything you add later already knows your branch.

Customers pick an advisor, filtered by language

Appointments & Lobby

Better conversations start with a better booking.

Customers expect to book online. Advisors too often walk into a meeting knowing nothing about it, and walk-ins wait without knowing for how long.

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A weekly schedule by role, with floaters from other branches

Workforce Management

The right people, in the right branch, every day.

Schedules for dozens of branches still get built by hand. Coverage rules are easy to break, and gaps show up on the day.

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Every branch's all-clear for today: done, not done and not safe

Branch Security & Controls

Every branch opened safely. Every control proven.

Vault logs, opening checks and cash counts still live on paper. When something goes wrong, nobody is sure who was told, and an examiner waits days for the evidence.

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A completed inspection with submitter, observer and result

Forms, Inspections & Workflows

Give every finding a next step.

Inspections get filled in, filed and forgotten. Findings rarely make it back to the people who need to fix them.

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A task with its description, photos and the check sheet

Task & Work Management

Keep ownership clear.

Branch work is coordinated over email. Attachments get lost, nobody knows who owns what, and progress is a guess.

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Who holds which credential, across every asset

Digital Keybox & Critical Assets

Know who can open what, everywhere.

Vault combinations, keys and dual control are tracked in spreadsheets. When people move or leave, resets get missed.

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Learning & Readiness

Learn the job while doing the job.

Training sits in a separate system that staff rarely open, and it is rarely tied to the work they actually do.

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Relationship Management

Every conversation, in one place.

Relationship notes live in advisors' heads and inboxes. When an advisor moves on, the history goes with them.

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Included with every product

The shared foundation.

Branch profiles and hours, people and teams, boards, documents, Stream, Planner and Bulletin. Inside Microsoft Teams, synced with Outlook, signed in with your Microsoft accounts.

Stream

Live notifications and FYIs, so nothing important is missed.

Planner

One calendar for appointments, shifts, controls and branch events.

New

Start any task, form, booking or schedule from one place.

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