One size does not fit all. We have a plan that will fit your specific needs. You are not locked in. You can upgrade at any time.

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Secure Communication

All our chats, video calls, and voice calls are encrypted end to end. You only talk to the person you have invited and registered in the system. Yes, your clients have a simple log in too. It is always free for your clients.

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Video Conferencing

You want to talk to your team or you want to invite all your clients to an information sharing session, we have you covered. All our sessions are secure end to end no matter what plan you are on. Record your conference and make it available to those who could not join. (Recording on premium plans only)

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Dashboard

Provides unified view of tasks, calls received, messages received, files shared, planned goals and many other activities.

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Workflow Management

You can define your workflow in simple terms, or you can customize it and make it comprehensive. Technology will not get in your way.

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New Client Inquiries Queue

You can receive recorded voice messages and chats from prospective clients.

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Unique Advisor Link

You can update your profile page and make it public. You can invite your clients directly to your page and have them sign in from there. Or simply tell the world you are here to help them by sharing the link on your favorite media.

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File Sharing

Ever wondered how secure that email is? It isn’t. We provide access to encrypted file transfer between your teams and your clients. You can go ahead and save it in your “Client Room” or “Team Room” with storage up to 100GB. Enough room to store all your critical information securely and be able to retrieve it from anywhere.

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Easy for Clients

Your clients will not have to download anything to talk to you while using a laptop or desktop. Our system is compatible with leading browsers in the market (Chrome and Edge Chromium). Optionally they could download our easy to use app from the Play Store or App Store. It is free for the clients. And yes, they ONLY see you.

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Stay connected with your clients the secure and simple way.

Get Started in 2 Minutes

Essentials

Free
$ 9.99 Per user, per month
  • Up to 5 team rooms
  • Up to 10 Client Rooms
  • Unlimited Web conference
    up to 10 users
  • Unlimited one on one calls
  • Personalized URL for Advisor Profile
    – Virtual Business Card
  • Up to 10GB storage
  • Create unlimited tasks
  • Conference recording ability
Get Essentials
Most Popular

Professional

$ 19.99
Per user, per month
  • Up to 100 team rooms
  • Unlimited Client Rooms
  • Unlimited Web conference
    up to 50 users
  • Unlimited one on one calls
  • Personalized URL for Advisor Profile
    – Virtual Business Card
  • Up to 100 GB storage
  • Create unlimited tasks
  • Conference recording ability
Get Professional

First month free • No credit card required

Elite & Corporate

We are here to handle your specific needs.

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