Win more AUM with engaging client meetings

High-net-worth clients expect excellence. Vibe Smart Whiteboard transforms your analytics and strategies into dynamic client experiences that drive engagement and results.

From $3,999

Starting at $139/mo with

Request a DemoRequest a Demo

Prospect to portfolio
Accelerate every phase with VibeProspect to portfolio: Accelerate with Vibe

Initial Consultation Proposal Presentation Agreement Finlization Strengthen Relationships

Build trust through expert visualization

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.

Create presentations that secure commitments

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.

Speed up approvals while maintaining compliance

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.

Keep clients engaged for long-term revenue

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.

Request a Demo

74% of financial firms like yours are enhancing client trust and closing more businessVibe Board is the interactive solution designed to elevate your client meetings, delivering proven results for financial teams.

$2M+Client relationships secured

80%Increase in meeting engagement

1K+Financial firms excel using Vibe

AppsPower up your client journey
with essential financial toolsPower your client journey with financial tools

Interactive Presentation Visual Collaboration Digital Annotation Secure Documentation

Create dynamic investment proposals with adjustable scenariosCanvas, PowerPoint, Excel, eMoney Advior and more.

Connect remote and in-person clients for productive planning sessionsZoom, Microsoft Teams, Webex, GoToMeeting and more

Highlight key financial data points with precision directly on documentsAdobe Acrobat, Miro, Lucidchart and more

Complete and sign agreements while maintaining compliance standardsCanvas, Docusign, Adobe Sign, RightSignature and more

Interactive Presentation Visual Collaboration Digital Annotation Secure Documentation

Create dynamic investment proposals with adjustable scenarios

Canvas, PowerPoint, Excel, eMoney Advior and more.

Connect remote and in-person clients for productive planning sessions

Zoom, Microsoft Teams, Webex, GoToMeeting and more

Highlight key financial data points with precision directly on documents

Adobe Acrobat, Miro, Lucidchart and more

Complete and sign agreements while maintaining compliance standards

Canvas, Docusign, Adobe Sign, RightSignature and more

Customer storyDiscover how industry leaders use Vibe BoardDiscover how industry leaders use Vibe Board

I can’t tell you how many times we’ve heard that our conversations are just so different than ones clients have had before, and that’s through Vibe Board. Clients can understand and interact with their finances, seeing what’s really happening behind the scenes.

William ThatcherFounder | Thatcher Wealth Management

Clients feel empowered to ask questions, share insights, and collaborate in real time. The Vibe Board elevates interactions and creates an impactful and memorable experience for my clients and my team.

Connor DarmetkoFinancial Professional | Wise Financial