Visibility is key, and our Proposals Kanban provides it. This feature allows advisers to track every stage of the application process, from submission to completion. You can see which investments are in progress, completed, or awaiting action, making it easier to manage workflows and keep clients informed.
The Kanban view is intuitive and interactive, providing real-time updates and status indicators. By reducing uncertainty and improving communication, we help advisers deliver a smoother, more transparent experience. It is a simple idea with a big impact on efficiency and client satisfaction.