Client Tasks

Automate Your Client Data Collection Process

Securely request documents and send automated reminders so you never have to chase down client information again

Aero Workflow Alternative

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

Aero Workflow Alternative

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

Automate your client data collection process today!

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