Frequently Asked Questions
With a simple setup, it's easy to find new prospects to fill your schedule and grow your revenue
How do I get started?
We can get you up and running in about a week. We recommend a 30 minute demo to see the system and then our team can help with onboarding and training (which we don't charge extra for).
How many users does my subscription include?
How does training work?
What systems can you integrate with?
Do you charge for exports or integrations?
How do you gather data?
Is my client list shared with other companies?
I have more questions. Where can I learn more?
How do I get started?
We can get you up and running in about a week. We recommend a 30 minute demo to see the system and then our team can help with onboarding and training (which we don't charge extra for).
How many users does my subscription include?
How does training work?
What systems can you integrate with?
Do you charge for exports or integrations?
How do you gather data?
Is my client list shared with other companies?
I have more questions. Where can I learn more?
How do I get started?
We can get you up and running in about a week. We recommend a 30 minute demo to see the system and then our team can help with onboarding and training (which we don't charge extra for).
How many users does my subscription include?
How does training work?
What systems can you integrate with?
Do you charge for exports or integrations?
How do you gather data?
Is my client list shared with other companies?
I have more questions. Where can I learn more?
How do I get started?
We can get you up and running in about a week. We recommend a 30 minute demo to see the system and then our team can help with onboarding and training (which we don't charge extra for).
How many users does my subscription include?
How does training work?
What systems can you integrate with?
Do you charge for exports or integrations?
How do you gather data?
Is my client list shared with other companies?
I have more questions. Where can I learn more?
TOOLS
Connect with 250+ popular app
We understand that in today's dynamic business environment, seamless connectivity with various tools.
WORKFLOW
A game changing approach to revolutionize your workflow.
1
User authentication.
The workflow begins with user authentication to ensure the security of financial information.
1
User authentication.
The workflow begins with user authentication to ensure the security of financial information.
1
User authentication.
The workflow begins with user authentication to ensure the security of financial information.
1
User authentication.
The workflow begins with user authentication to ensure the security of financial information.
2
Account overview.
This page provides a snapshot of their financial status, including to the account balances, recent transactions.
2
Account overview.
This page provides a snapshot of their financial status, including to the account balances, recent transactions.
2
Account overview.
This page provides a snapshot of their financial status, including to the account balances, recent transactions.
2
Account overview.
This page provides a snapshot of their financial status, including to the account balances, recent transactions.
3
Transaction management.
Users can initiate various financial transactions such as fund transfers bill payments, and investment activities.
3
Transaction management.
Users can initiate various financial transactions such as fund transfers bill payments, and investment activities.
3
Transaction management.
Users can initiate various financial transactions such as fund transfers bill payments, and investment activities.
3
Transaction management.
Users can initiate various financial transactions such as fund transfers bill payments, and investment activities.
4
Financial planning and analysis.
The workflow begins with user authentication to ensure the security of financial information.
4
Financial planning and analysis.
The workflow begins with user authentication to ensure the security of financial information.
4
Financial planning and analysis.
The workflow begins with user authentication to ensure the security of financial information.
4
Financial planning and analysis.
The workflow begins with user authentication to ensure the security of financial information.
Lunch Today
Start your productive journey with 7-days free trial.
Embark on a journey to unparalleled productivity by seizing the opportunity to kickstart your work with.
Embark on a journey to unparalleled productivity by seizing the opportunity to kickstart your work with.