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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Workflow Automation
Product
Social Security claiming and retirement income planning platform for financial advisors.
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Headquarters
Leawood, Kansas
Toronto, Canada
Company size
11-50 employees
11-50 employees
Founded
2012
2017
Pricing details
Free options
Free trial
Free trial
Source updated
Oct 29, 2026
Oct 30, 2026