The safest Salesforce, calendar, and email integration helping your teams gain complete client visibility, boost performance, and stay compliant with ease.
We help clients meet SEC, FINRA, and MiFID II compliance requirements with automated, auditable data capture in their own environment.
We save time, eliminate manual data entry, reduce context switching, and help your teams focus on clients, not admin.
We ensure data is complete and consistent, giving advisors, analysts, and leaders a single source of truth for every client.
Certified to SOC 2 Type II and ISO 27001 standards with full encryption and flexible private-cloud or on-premises deployment.
Meets SEC, FINRA, and MiFID II requirements with a complete, auditable record of every client interaction.
Security is embedded at every layer from access controls to audit logs, ensuring transparency and confidentiality at every step.
Manual tracking misses activity and risks compliance
Capture everything, effortlessly from email to
calendar to CRM.
Advisors waste time and lose context switching tools
Stop toggling between apps and take action where
you already work.
Too much time scheduling, no CRM sync
Simplify scheduling and sync every meeting with
Salesforce automatically.
Data alone doesn’t build relationships
Turn captured activity into actionable intelligence with a knowledge layer that guides advisors in real time.
