Vibe Board for Financial Advisors | Win More AUM & Clients

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

Initial Consultation Proposal Presentation Agreement Finalization Strengthen Relationships

Build trust through expert visualizationBuild 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.

Integrate and mark up financial statements directly on screen for collaborative planning

Command the room by visualizing retirement plans and investment strategies on the touchscreen

Create presentations that secure commitmentsCreate presentations that convert

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.

Present dynamic investment strategies that respond to client questions in real-time

Engage remote clients with collaborative tools showing proposal changes instantly

Speed up approvals while maintaining complianceFast approvals, full 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.

Digitally review and complete agreement documents together, ensuring clarity

Integrate with e-signature platforms to finalize documents efficiently while maintaining compliance requirements

Keep clients engaged for long-term revenueKeep 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.

Visualize portfolio performance against goals, making complex data instantly clear

Secure multi-generational AUM through remote family planning sessions

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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

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

William ThatcherFounder | Thatcher Wealth Management

Connor DarmetkoFinancial Professional | Wise Financial

Win more AUM with engaging client meetings

Create dynamic investment proposals with adjustable scenarios

Connect remote and in-person clients for productive planning sessions

Highlight key financial data points with precision directly on documents

Complete and sign agreements while maintaining compliance standards

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