Engage clients, win more AUM with Vibe
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Integrate client financial statements and mark up tax documents directly on screen, creating a collaborative experience.Take the position of authority by standing up and drawing retirement plans, estate structures, and investment allocations directly on the large touchscreen.
Present compelling investment strategies in-person with interactive visualizations that respond to client questions in real-time.Engage remote clients in hybrid meetings with collaborative tools that let them provide input and see changes to their proposal instantly.
Digitally review and complete agreement documents together, ensuring clarity and understanding while maintaining compliance requirements.Securely integrate with e-signature platforms and wealth management systems to finalize paperwork efficiently while building the foundation for ongoing relationship management.
Conduct interactive portfolio reviews that clearly visualize performance against goals, making complex data immediately understandable.Facilitate family wealth planning sessions where multiple stakeholders can collaborate on legacy and succession strategies from anywhere.
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2018 156th Ave NE, Office 165 Bellevue, 
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