Smync
Workflow Automation Software
Smync is a versatile workflow automation software designed to help you unite your business applications by creating seamless data flows and automation
Digital Clipboard is an AI-powered client onboarding and servicing platform designed to streamline interactions, reduce costs, and enhance regulatory compliance for advisers.
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Digital Clipboard enables you to transform client onboarding and servicing with AI-powered workflows, enhancing efficiency and profitability. It focuses on helping advisers reduce onboarding costs by 90% and client servicing costs by 80%, making your processes faster and more cost-effective.
With this platform, you can automate compliance and client management tasks, ensuring smoother interactions and regulatory adherence. Digital Clipboard is ideal for advisers seeking scalable digital solutions to improve client experience while cutting operational expenses.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
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Main dashboard with project overview