Engaging client experienceAdding to the “behind-the-scenes” power of the Four Eyes platform is an intuitive and engaging client portal that provides scenario planning, cashflow analysis and advisor scheduling tools.
More ways to communicateClients and prospects want options. Phone calls, live chats, videoconferencing, emails are all part of advisor-client collaboration today and going forward – and all are possible with the Four Eyes platform.
Goals-based planningCapture goals and track progress in real time.
Gather hard-to-obtain data from prospects & clientsWhether client or advisor driven, our platform makes it easy to capture data for use throughout the client experience, which enables layered insights that get richer over time.
Real-time scenario planningClients and prospects receive real-time insights through scenario planning on their own terms – this instant feedback positions advisors and firms as client-focused partners.