Find, win and grow assets

Fee compression, changing investor behaviours and heightened regulatory scrutiny make it essential for firms to work with a technology partner who understands their unique challenges and has solutions to help them stay one step ahead.

Facilitate deep and more
meaningful relationships

Break down restrictive silos that
create major administrative burdens

Modernize your business with open architecture
and cloud-based solutions

Future-proof your firm from shifting
investor preferences

Why Four Eyes Financial

Why Four Eyes Financial

We help firms and advisors prospect, improve the client experience and scale. How? We remove silos, liberate data and improve digital discovery to free up valuable time and resources.
The platform

The platform

  • Four distinct views sharing one set of data
  • Multiple levels of administration enabling group policies
  • Clean and intuitive dashboards
  • Built on open architecture
  • Institutional analytics engine
  • Analyze on-book and off-book data

Expand prospecting & strengthen your discovery process

Expand prospecting & strengthen your discovery process

  • Connect with prospects when and where they are
  • Give prospects a strong call to action to get the most out of your marketing campaigns
  • Accelerate intimacy and credibility by providing early insights from hard to obtain data through an automated Financial Assessment to close more, faster

Improve client experience

Improve client experience

  • Nurture and strengthen existing client relationships and uncover new opportunities with online collaborative tools
  • Clients receive real-time insights through scenario planning on their own terms
  • Advisors benefit from client-driven data to better understand opportunities and provide meaningful insight at every meeting (in person or virtually)

Scale with ease

Scale with ease

  • Manage fee compression with significant gains in efficiency at the firm and branch levels
  • Dynamic and engaging omni-channel prospecting experience feeds data into onboarding and account management
  • Advisors free-up time by automating their annual review process and other data update requirements through a digital format