Create planning workflows and manage tasks with RightFlows®
Streamline the planning processes for your planning team and their clients
Scale financial plan implementations with ease
Client Collaboration
Assign tasks to your clients
within a workflow
Centralized Dashboard
See where each client's plan stands
and their next steps
Consistency & Flexibility
Ensure consistent planning
processes are followed
RightFlows Dashboard
RightFlows' kanban-style dashboard provides advisors with a summary view of the workflows. Advisors can quickly see where each client's plan is in the planning process and click the client name to see more details.
Workflow Steps and Tasks
Each workflow is comprised of steps, with each step containing a set of tasks. Once the tasks are completed within a step, RightFlows automatically triggers the next step in the workflow, reducing human errors and saving valuable time for advisors.
Consistency With Flexibility
Ensure consistent planning processes are followed by your entire planning team while still providing the flexibility to adjust specific steps and tasks when needed.
Start Driving Client Success Today
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- 14-day free trial
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