From first meeting to fully funded, and every year after.
Planning and onboarding have a lot of steps clients never see. FinXOS shows them the path, collects what's missing, and keeps the whole relationship in one place long after the account is funded.
Two journeys, tracked step by step.
The moments that usually stall.
Tax season collection
Request 1099s and K-1s from every client at once, with reminders until each one arrives.
Transfers between custodians
Clients see when funds were requested and when to expect them, instead of calling to ask.
Annual reviews
Prompt clients ahead of a coverage or plan review, and collect what you need before the meeting.
Everyday questions
"How do I update my address?" lands in one organized inbox, not a personal text thread.
Advisor changes
The client keeps their history and gets a clear introduction to their new advisor.
Early warning
Sentiment check-ins flag a frustrated client before assets walk out the door.
Know how clients feel at every stage.
Short check-ins at each milestone show where a plan is going well and where a client may be losing patience.
Your CRM stays the system of record.
FinXOS runs the client-facing experience on top of the tools your advisors already use.