Automate Your Client Data Collection Process
Securely request documents and send automated reminders so you never have to chase down client information again
Never waste time chasing down your clients for information again
Automatically send scheduled client requests and auto-reminders so you can focus on growing your firm
Bank Level Security
Let us do the hard work of protecting your client information. We use TLS 1.3 encryption to keep all the documents and communication secure
Client Friendly Portal (No Login Required)
Getting your clients to sign up for a new app can be tough. That is we don’t require your clients to create a username or password with us
Stop chasing down clients for info & doc's
Financial Cents will send automated follow-ups every few days until your client completes the tasks and send you the info
Streamline Client Communication
Communicate with your clients from inside your workflow solution. Answer their questions or get clarity around documents they have uploaded
Send documents & proposals to clients
Onboard more clients by automating your onboarding process with client tasks
Client Tasks Features
Client Tasks
Create a client task to request information, documents, or action
Auto Follow-ups
Schedule auto-reminder that will follow up with your client until they complete the task
Bank level Security
We encrypt all documents and communication between you and your clients
Client Friendly
No login required so your clients can start using Financial Cents at the click of a button
