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Benefits

Discover Capable Benefits

ClientSphere is an AI-powered command center designed to boost RM productivity and client engagement. It offers tools like SmartPlanner, ClientMemory, ActionPrompts, and campaign orchestration—all within a compliant, unified platform.

Smart Planner

Prioritized task lists based on client data and life events

Smart Planner

Prioritized task lists based on client data and life events

Smart Planner

Prioritized task lists based on client data and life events

Client Memory

Centralized, searchable record of all client communications

Client Memory

Centralized, searchable record of all client communications

Client Memory

Centralized, searchable record of all client communications

Smart Grouping

Intelligent client segmentation by behavior or goals

Smart Grouping

Intelligent client segmentation by behavior or goals

Smart Grouping

Intelligent client segmentation by behavior or goals

RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

RM Metrics Dashboard

Real-time visibility into RM effectiveness and fund management'

Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

Action Prompts

AI based automated proactive alerts for timely outreach the client's assets

Security & Privacy

Data protection with full data control, ensuring standard security.

Security & Privacy

Data protection with full data control, ensuring standard security.

Security & Privacy

Data protection with full data control, ensuring standard security.

Smart Grouping

Smart Grouping allows Relationship Managers (RMs) to automatically segment their client base using behavioral analytics and client needs. This segmentation empowers RMs to offer more relevant and personalized communication and product recommendations.

Campaign Creation

Personalized and Group Outreach

Tracking & Optimization

Risk & Goal Mapping

Detect excessive risk concentration using simple, intuitive analytics

Collaborate with advisors to initiate rebalancing requests

Tie each goal directly to portfolio performance and future projections

Motivate clients with gamified elements

Download from Play Store

Meeting Prep – Flashcards & Incentive Tracking

AI-generated briefing cards to help RMs prepare for high-impact client meetings in minutes. For RM Success platform provides Incentive tracking which feels gamified

Client Memory highlights

Last interaction summary

Portfolio updates

ClientSphere – RM Command Center

ClientSphere – RM Command Center

For Relationship Managers

For Relationship Managers

Discover Capable Benefits

Smart Planner

Smart Planner

Smart Planner

Client Memory

Client Memory

Client Memory

Smart Grouping

Smart Grouping

Smart Grouping

RM Metrics Dashboard

RM Metrics Dashboard

RM Metrics Dashboard

Action Prompts

Action Prompts

Action Prompts

Security & Privacy

Security & Privacy

Security & Privacy

Smart Grouping

Smart Grouping

Smart Grouping

Risk & Goal Mapping

Risk & Goal Mapping

Risk & Goal Mapping

Meeting Prep – Flashcards & Incentive Tracking

Meeting Prep – Flashcards & Incentive Tracking

Meeting Prep – Flashcards & Incentive Tracking