Compliant communication platform for firms
Make client communication effortless with a single app to handle all your texts, calls and team conversations so everyone gets the human attention they deserve.
No contracts · 7-day trial
Communication is the heartbeat of the firm.
Spend your day with clients, not tracking down conversations scattered across multiple apps.
One app for the firm to be impeccable human communicators. Stand out in the age of AI slop.
Texts
Manage all your texts. Keep every client conversation in one place, with the whole team able to pick it up.
Group messages
Text a whole household in one thread.
Assignments
Hand a conversation to the right person.
Multiple inboxes
Give each team or line its own inbox.
Calls
Manage all your calls. Know who is calling before you answer, and send every call to the right place.
Caller ID from your CRM
See who is calling, and what you know about them.
Routing on CRM data
Send each call where it belongs.
Easy to set up
A modern interface that takes minutes.
Team chat
Organize all the team's chatter. Share what matters with the team, and keep the record where everyone can see it.
Share with the team
Send messages and voicemails to team chat.
Written back to your CRM
The record lands where everyone sees it.
Notifications that matter
Hear about what needs you, not everything else.
Archive
Archive it all for auditors. Calls and texts are captured as they happen and delivered to the archiver you already use.
Retention policies
Set how long each kind of record is kept.
Delivered to your archiver
Feed the archiver you already use.
Reports and exports
Pull the data on demand.
Disclosures
Set the disclosures on your content.
Advisors have needed something like this for years. It integrates communication directly into the workflow.
Jake Gardner
Defining Wealth
Compliance and integrations
Fits the stack you already run
Every call and text syncs to your CRM and lands in your archiver. Independently audited to SOC 2 Type 2.
SOC 2 Type 2, MFA, and a vendor diligence packet ready for your review.
Syncs to your CRM
Delivers to your archiver
Works with your scheduling
Works with your notetaker
